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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,574 | $175,259-35.2% | $149,723-24.1% | $139,487-18.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.97% | 166.82%-148.9pp | 134.50%-116.5pp | 373.84%-355.9pp |
| Employer contribution / active EE | $4,686 | $5,478-14.5% | $4,821-2.8% | $4,755-1.4% |
| Participant deferral / active EE | $6,449 | $6,522-1.1% | $5,682+13.5% | $6,713-3.9% |
| Admin fee / account holder | $116 | $16,158-99.3% | $13,215-99.1% | $11,407-99.0% |