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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,303 | $175,259-36.5% | $149,723-25.7% | $139,487-20.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.46% | 166.82%-155.4pp | 134.50%-123.0pp | 373.84%-362.4pp |
| Employer contribution / active EE | $3,690 | $5,478-32.6% | $4,821-23.5% | $4,755-22.4% |
| Participant deferral / active EE | $4,390 | $6,522-32.7% | $5,682-22.7% | $6,713-34.6% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |