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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,945 | $217,432-46.2% | $185,851-37.1% | $167,553-30.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.47% | 148.43%-128.0pp | 122.11%-101.6pp | 478.89%-458.4pp |
| Employer contribution / active EE | $10,253 | $5,874+74.5% | $5,168+98.4% | $4,840+111.9% |
| Participant deferral / active EE | $7,796 | $6,357+22.6% | $5,569+40.0% | $6,343+22.9% |
| Admin fee / account holder | $188 | $19,820-99.1% | $16,245-98.8% | $12,316-98.5% |