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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,897 | $176,105-42.7% | $159,474-36.7% | $167,536-39.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.43% | 331.91%-314.5pp | 263.68%-246.2pp | 478.82%-461.4pp |
| Employer contribution / active EE | $3,278 | $5,299-38.1% | $4,831-32.1% | $4,839-32.3% |
| Participant deferral / active EE | $10,051 | $7,751+29.7% | $7,353+36.7% | $6,342+58.5% |
| Admin fee / account holder | $104 | $12,559-99.2% | $10,802-99.0% | $12,315-99.2% |