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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,962 | $112,112+22.2% | $95,956+42.7% | $158,950-13.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 26.30% | 171.15%-144.8pp | 91.63%-65.3pp | 302.91%-276.6pp |
| Employer contribution / active EE | $2,087 | $3,199-34.8% | $2,541-17.9% | $4,762-56.2% |
| Participant deferral / active EE | $10,787 | $4,784+125.5% | $4,167+158.9% | $5,983+80.3% |
| Admin fee / account holder | -$109 | $10,134-101.1% | $6,797-101.6% | $11,248-101.0% |