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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,827 | $175,259-49.3% | $149,723-40.7% | $139,487-36.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.99% | 166.82%-145.8pp | 134.50%-113.5pp | 373.84%-352.9pp |
| Employer contribution / active EE | $5,657 | $5,478+3.3% | $4,821+17.3% | $4,755+19.0% |
| Participant deferral / active EE | $6,354 | $6,522-2.6% | $5,682+11.8% | $6,713-5.3% |
| Admin fee / account holder | $42 | $16,158-99.7% | $13,215-99.7% | $11,407-99.6% |