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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,972 | $217,432-40.2% | $185,849-30.1% | $167,536-22.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.33% | 148.42%-137.1pp | 122.10%-110.8pp | 478.82%-467.5pp |
| Employer contribution / active EE | $8,357 | $5,875+42.3% | $5,169+61.7% | $4,839+72.7% |
| Participant deferral / active EE | $4,209 | $6,357-33.8% | $5,569-24.4% | $6,342-33.6% |
| Admin fee / account holder | $24 | $19,818-99.9% | $16,244-99.8% | $12,315-99.8% |