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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,160 | $198,457-57.1% | $170,435-50.0% | $147,586-42.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.19% | 257.30%-242.1pp | 205.94%-190.7pp | 578.59%-563.4pp |
| Employer contribution / active EE | $6,471 | $6,183+4.6% | $5,432+19.1% | $4,876+32.7% |
| Participant deferral / active EE | $3,257 | $5,629-42.1% | $4,939-34.1% | $5,439-40.1% |
| Admin fee / account holder | $147 | $16,852-99.1% | $13,881-98.9% | $10,886-98.6% |