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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,865 | $160,070-38.9% | $147,117-33.5% | $145,897-32.9% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 10.00% | 98.69%-88.7pp | 420.54%-410.5pp | 552.29%-542.3pp |
| Employer contribution / active EE | $14,229 | $5,285+169.3% | $4,932+188.5% | $4,663+205.2% |
| Participant deferral / active EE | $13,972 | $8,419+65.9% | $8,065+73.2% | $6,689+108.9% |
| Admin fee / account holder | $249 | $15,035-98.3% | $12,993-98.1% | $13,390-98.1% |