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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,154 | $184,000-24.4% | $162,185-14.2% | $152,909-9.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 17.09% | 150.80%-133.7pp | 115.61%-98.5pp | 345.46%-328.4pp |
| Employer contribution / active EE | $5,020 | $6,370-21.2% | $5,613-10.6% | $4,764+5.4% |
| Participant deferral / active EE | $10,775 | $8,033+34.1% | $7,297+47.7% | $5,851+84.1% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |