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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,819 | $160,040-16.4% | $147,096-9.0% | $145,877-8.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.03% | 98.49%-74.5pp | 419.75%-395.7pp | 551.28%-527.3pp |
| Employer contribution / active EE | $5,081 | $5,289-3.9% | $4,936+2.9% | $4,663+9.0% |
| Participant deferral / active EE | $15,905 | $8,429+88.7% | $8,071+97.1% | $6,691+137.7% |
| Admin fee / account holder | $20 | $15,050-99.9% | $13,005-99.8% | $13,402-99.9% |