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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,512 | $159,978-19.7% | $147,041-12.6% | $145,978-12.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.68% | 98.36%-84.7pp | 419.21%-405.5pp | 550.52%-536.8pp |
| Employer contribution / active EE | $8,500 | $5,288+60.7% | $4,935+72.2% | $4,662+82.3% |
| Participant deferral / active EE | $11,200 | $8,429+32.9% | $8,071+38.8% | $6,690+67.4% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |