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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,383 | $217,432-41.4% | $185,849-31.5% | $167,536-24.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.39% | 148.42%-135.0pp | 122.10%-108.7pp | 478.82%-465.4pp |
| Employer contribution / active EE | $3,689 | $5,875-37.2% | $5,169-28.6% | $4,839-23.8% |
| Participant deferral / active EE | $4,216 | $6,357-33.7% | $5,569-24.3% | $6,342-33.5% |
| Admin fee / account holder | $183 | $19,818-99.1% | $16,244-98.9% | $12,315-98.5% |