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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,011 | $160,028-38.8% | $147,080-33.4% | $145,884-32.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.30% | 98.60%-84.3pp | 420.17%-405.9pp | 551.85%-537.6pp |
| Employer contribution / active EE | $14,785 | $5,286+179.7% | $4,933+199.7% | $4,662+217.1% |
| Participant deferral / active EE | $3,501 | $8,422-58.4% | $8,066-56.6% | $6,690-47.7% |
| Admin fee / account holder | $97 | $15,030-99.4% | $12,989-99.3% | $13,392-99.3% |