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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,828 | $165,399-17.9% | $149,745-9.3% | $158,982-14.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.02% | 348.34%-336.3pp | 276.72%-264.7pp | 302.99%-291.0pp |
| Employer contribution / active EE | $8,721 | $5,105+70.8% | $4,646+87.7% | $4,763+83.1% |
| Participant deferral / active EE | $10,007 | $7,183+39.3% | $6,843+46.2% | $5,983+67.2% |
| Admin fee / account holder | $20 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |