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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,538 | $160,040-22.2% | $147,096-15.3% | $145,877-14.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.53% | 98.49%-76.0pp | 419.75%-397.2pp | 551.28%-528.8pp |
| Employer contribution / active EE | $4,614 | $5,289-12.8% | $4,936-6.5% | $4,663-1.0% |
| Participant deferral / active EE | $14,285 | $8,429+69.5% | $8,071+77.0% | $6,691+113.5% |
| Admin fee / account holder | $198 | $15,050-98.7% | $13,005-98.5% | $13,402-98.5% |