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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,153 | $217,432-25.0% | $185,849-12.2% | $167,536-2.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.94% | 148.42%-131.5pp | 122.10%-105.2pp | 478.82%-461.9pp |
| Employer contribution / active EE | $2,838 | $5,875-51.7% | $5,169-45.1% | $4,839-41.4% |
| Participant deferral / active EE | $3,092 | $6,357-51.4% | $5,569-44.5% | $6,342-51.3% |
| Admin fee / account holder | $56 | $19,818-99.7% | $16,244-99.7% | $12,315-99.5% |