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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,646 | $175,259-34.6% | $149,723-23.4% | $139,487-17.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.24% | 166.82%-155.6pp | 134.50%-123.3pp | 373.84%-362.6pp |
| Employer contribution / active EE | $3,736 | $5,478-31.8% | $4,821-22.5% | $4,755-21.4% |
| Participant deferral / active EE | $4,500 | $6,522-31.0% | $5,682-20.8% | $6,713-33.0% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |