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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,893 | $168,635-26.5% | $147,617-16.1% | $125,389-1.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.15% | 77.65%-77.5pp | 61.98%-61.8pp | 282.24%-282.1pp |
| Employer contribution / active EE | $11,060 | $6,252+76.9% | $5,564+98.8% | $4,866+127.3% |
| Participant deferral / active EE | $4,663 | $5,507-15.3% | $4,895-4.8% | $5,352-12.9% |
| Admin fee / account holder | $53 | $13,580-99.6% | $11,612-99.5% | $9,541-99.4% |