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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,281 | $176,077-22.0% | $159,455-13.9% | $167,518-18.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.81% | 331.83%-315.0pp | 263.63%-246.8pp | 478.71%-461.9pp |
| Employer contribution / active EE | $10,869 | $5,298+105.2% | $4,830+125.0% | $4,838+124.6% |
| Participant deferral / active EE | $9,821 | $7,751+26.7% | $7,353+33.6% | $6,342+54.9% |
| Admin fee / account holder | $128 | $12,556-99.0% | $10,800-98.8% | $12,312-99.0% |