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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,814 | $175,259-37.3% | $149,723-26.7% | $139,487-21.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.29% | 166.82%-145.5pp | 134.50%-113.2pp | 373.84%-352.6pp |
| Employer contribution / active EE | $2,422 | $5,478-55.8% | $4,821-49.8% | $4,755-49.1% |
| Participant deferral / active EE | $8,150 | $6,522+25.0% | $5,682+43.4% | $6,713+21.4% |
| Admin fee / account holder | $227 | $16,158-98.6% | $13,215-98.3% | $11,407-98.0% |