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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,364 | $183,592-33.9% | $155,567-22.0% | $145,959-16.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.62% | 61.24%-44.6pp | 64.74%-48.1pp | 561.95%-545.3pp |
| Employer contribution / active EE | $15,743 | $5,315+196.2% | $4,674+236.8% | $4,661+237.8% |
| Participant deferral / active EE | $5,870 | $6,464-9.2% | $5,628+4.3% | $6,689-12.2% |
| Admin fee / account holder | $260 | $19,318-98.7% | $15,916-98.4% | $13,398-98.1% |