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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,566 | $157,296-36.7% | $141,191-29.5% | $152,897-34.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.68% | 64.34%-38.7pp | 71.41%-45.7pp | 345.43%-319.8pp |
| Employer contribution / active EE | $9,935 | $5,262+88.8% | $4,736+109.8% | $4,764+108.6% |
| Participant deferral / active EE | $13,897 | $7,111+95.4% | $6,710+107.1% | $5,851+137.5% |
| Admin fee / account holder | $88 | $12,125-99.3% | $10,264-99.1% | $11,599-99.2% |