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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,964 | $289,211-51.6% | $260,467-46.3% | $198,609-29.5% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 7.72% | 112.90%-105.2pp | 100.60%-92.9pp | 202.70%-195.0pp |
| Employer contribution / active EE | $8,136 | $4,663+74.5% | $4,239+91.9% | $5,055+60.9% |
| Participant deferral / active EE | $3,136 | $6,812-54.0% | $6,319-50.4% | $6,977-55.1% |
| Admin fee / account holder | $159 | $16,236-99.0% | $15,461-99.0% | $19,030-99.2% |