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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,284 | $160,070-30.5% | $147,117-24.4% | $145,897-23.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.28% | 98.69%-74.4pp | 420.54%-396.3pp | 552.29%-528.0pp |
| Employer contribution / active EE | $3,278 | $5,285-38.0% | $4,932-33.5% | $4,663-29.7% |
| Participant deferral / active EE | $18,490 | $8,419+119.6% | $8,065+129.3% | $6,689+176.4% |
| Admin fee / account holder | $210 | $15,035-98.6% | $12,993-98.4% | $13,390-98.4% |