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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,917 | $196,972-51.8% | $182,262-47.9% | $198,609-52.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 15.50% | 158.27%-142.8pp | 140.60%-125.1pp | 202.70%-187.2pp |
| Employer contribution / active EE | $4,630 | $5,364-13.7% | $5,046-8.2% | $5,055-8.4% |
| Participant deferral / active EE | $18,044 | $8,643+108.8% | $8,276+118.0% | $6,977+158.6% |
| Admin fee / account holder | $190 | $18,429-99.0% | $16,712-98.9% | $19,030-99.0% |