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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,991 | $226,105-40.7% | $182,540-26.6% | $152,897-12.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 23.12% | 192.58%-169.5pp | 148.58%-125.5pp | 345.43%-322.3pp |
| Employer contribution / active EE | $4,000 | $4,978-19.7% | $4,076-1.9% | $4,764-16.0% |
| Participant deferral / active EE | $5,556 | $6,370-12.8% | $5,525+0.6% | $5,851-5.0% |
| Admin fee / account holder | $101 | $10,706-99.1% | $8,593-98.8% | $11,599-99.1% |