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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,059 | $166,268-14.0% | $165,100-13.3% | $145,897-1.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.90% | 100.52%-86.6pp | 70.21%-56.3pp | 552.29%-538.4pp |
| Employer contribution / active EE | $6,500 | $5,284+23.0% | $4,348+49.5% | $4,663+39.4% |
| Participant deferral / active EE | $11,500 | $6,964+65.1% | $6,035+90.5% | $6,689+71.9% |
| Admin fee / account holder | $20 | $16,659-99.9% | $12,696-99.8% | $13,390-99.9% |