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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,816 | $184,000-37.6% | $162,185-29.2% | $152,909-24.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 26.69% | 150.80%-124.1pp | 115.61%-88.9pp | 345.46%-318.8pp |
| Employer contribution / active EE | $3,227 | $6,370-49.3% | $5,613-42.5% | $4,764-32.3% |
| Participant deferral / active EE | $7,226 | $8,033-10.0% | $7,297-1.0% | $5,851+23.5% |
| Admin fee / account holder | $20 | $13,124-99.8% | $10,844-99.8% | $11,601-99.8% |