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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,487 | $175,257-29.0% | $149,717-16.9% | $139,456-10.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.59% | 166.70%-144.1pp | 134.41%-111.8pp | 373.45%-350.9pp |
| Employer contribution / active EE | $2,847 | $5,477-48.0% | $4,820-40.9% | $4,753-40.1% |
| Participant deferral / active EE | $6,654 | $6,521+2.0% | $5,682+17.1% | $6,711-0.9% |
| Admin fee / account holder | $291 | $16,156-98.2% | $13,213-97.8% | $11,407-97.5% |