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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,062 | $198,457-27.9% | $170,435-16.1% | $147,586-3.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.92% | 257.30%-246.4pp | 205.94%-195.0pp | 578.59%-567.7pp |
| Employer contribution / active EE | $3,145 | $6,183-49.1% | $5,432-42.1% | $4,876-35.5% |
| Participant deferral / active EE | $2,312 | $5,629-58.9% | $4,939-53.2% | $5,439-57.5% |
| Admin fee / account holder | $14 | $16,852-99.9% | $13,881-99.9% | $10,886-99.9% |