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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,205 | $217,432-49.3% | $185,849-40.7% | $167,536-34.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.40% | 148.42%-132.0pp | 122.10%-105.7pp | 478.82%-462.4pp |
| Employer contribution / active EE | $11,231 | $5,875+91.2% | $5,169+117.3% | $4,839+132.1% |
| Participant deferral / active EE | $5,537 | $6,357-12.9% | $5,569-0.6% | $6,342-12.7% |
| Admin fee / account holder | $140 | $19,818-99.3% | $16,244-99.1% | $12,315-98.9% |