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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,348 | $176,120-20.9% | $159,487-12.6% | $167,553-16.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.69% | 331.95%-317.3pp | 263.71%-249.0pp | 478.89%-464.2pp |
| Employer contribution / active EE | $5,103 | $5,299-3.7% | $4,831+5.6% | $4,840+5.4% |
| Participant deferral / active EE | $6,704 | $7,752-13.5% | $7,354-8.8% | $6,343+5.7% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |