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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,939 | $159,934-36.9% | $147,005-31.3% | $145,959-30.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.61% | 98.24%-85.6pp | 418.76%-406.2pp | 561.95%-549.3pp |
| Employer contribution / active EE | $8,153 | $5,287+54.2% | $4,934+65.2% | $4,661+74.9% |
| Participant deferral / active EE | $24,005 | $8,427+184.8% | $8,070+197.5% | $6,689+258.9% |
| Admin fee / account holder | $162 | $15,053-98.9% | $13,006-98.8% | $13,398-98.8% |