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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,303 | $175,212-36.5% | $149,682-25.6% | $139,427-20.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.46% | 166.63%-155.2pp | 134.35%-122.9pp | 373.27%-361.8pp |
| Employer contribution / active EE | $3,690 | $5,475-32.6% | $4,818-23.4% | $4,752-22.3% |
| Participant deferral / active EE | $4,390 | $6,520-32.7% | $5,681-22.7% | $6,711-34.6% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,404-100.0% |