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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,612 | $175,231-33.5% | $149,696-22.1% | $139,466-16.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.05% | 166.77%-154.7pp | 134.46%-122.4pp | 373.66%-361.6pp |
| Employer contribution / active EE | $10,050 | $5,478+83.5% | $4,821+108.5% | $4,754+111.4% |
| Participant deferral / active EE | $11,250 | $6,521+72.5% | $5,682+98.0% | $6,712+67.6% |
| Admin fee / account holder | $281 | $16,155-98.3% | $13,212-97.9% | $11,409-97.5% |