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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,778 | $160,028-38.3% | $147,080-32.8% | $145,884-32.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.03% | 98.60%-73.6pp | 420.17%-395.1pp | 551.85%-526.8pp |
| Employer contribution / active EE | $4,812 | $5,286-9.0% | $4,933-2.5% | $4,662+3.2% |
| Participant deferral / active EE | $16,273 | $8,422+93.2% | $8,066+101.7% | $6,690+143.3% |
| Admin fee / account holder | $115 | $15,030-99.2% | $12,989-99.1% | $13,392-99.1% |