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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,753 | $183,592-40.2% | $155,567-29.4% | $145,959-24.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.09% | 61.24%-47.1pp | 64.74%-50.6pp | 561.95%-547.9pp |
| Employer contribution / active EE | $10,515 | $5,315+97.8% | $4,674+125.0% | $4,661+125.6% |
| Participant deferral / active EE | $6,173 | $6,464-4.5% | $5,628+9.7% | $6,689-7.7% |
| Admin fee / account holder | $246 | $19,318-98.7% | $15,916-98.5% | $13,398-98.2% |