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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,167 | $176,105-32.9% | $159,474-25.9% | $167,536-29.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.81% | 331.91%-315.1pp | 263.68%-246.9pp | 478.82%-462.0pp |
| Employer contribution / active EE | $8,939 | $5,299+68.7% | $4,831+85.0% | $4,839+84.7% |
| Participant deferral / active EE | $10,154 | $7,751+31.0% | $7,353+38.1% | $6,342+60.1% |
| Admin fee / account holder | $8 | $12,559-99.9% | $10,802-99.9% | $12,315-99.9% |