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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,225 | $196,972-57.2% | $182,262-53.8% | $198,609-57.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.81% | 158.27%-137.5pp | 140.60%-119.8pp | 202.70%-181.9pp |
| Employer contribution / active EE | $10,777 | $5,364+100.9% | $5,046+113.6% | $5,055+113.2% |
| Participant deferral / active EE | $10,125 | $8,643+17.2% | $8,276+22.3% | $6,977+45.1% |
| Admin fee / account holder | $115 | $18,429-99.4% | $16,712-99.3% | $19,030-99.4% |