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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,902 | $175,259-59.0% | $149,723-52.0% | $139,487-48.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.70% | 166.82%-151.1pp | 134.50%-118.8pp | 373.84%-358.1pp |
| Employer contribution / active EE | $8,134 | $5,478+48.5% | $4,821+68.7% | $4,755+71.1% |
| Participant deferral / active EE | $7,356 | $6,522+12.8% | $5,682+29.5% | $6,713+9.6% |
| Admin fee / account holder | $219 | $16,158-98.6% | $13,215-98.3% | $11,407-98.1% |