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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,512 | $160,070-19.7% | $147,117-12.6% | $145,897-11.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.68% | 98.69%-85.0pp | 420.54%-406.9pp | 552.29%-538.6pp |
| Employer contribution / active EE | $8,500 | $5,285+60.9% | $4,932+72.3% | $4,663+82.3% |
| Participant deferral / active EE | $11,200 | $8,419+33.0% | $8,065+38.9% | $6,689+67.4% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |