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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,798 | $196,972-12.3% | $182,262-5.2% | $198,609-13.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 15.24% | 158.27%-143.0pp | 140.60%-125.4pp | 202.70%-187.5pp |
| Employer contribution / active EE | $7,560 | $5,364+41.0% | $5,046+49.8% | $5,055+49.5% |
| Participant deferral / active EE | $24,000 | $8,643+177.7% | $8,276+190.0% | $6,977+244.0% |
| Admin fee / account holder | $20 | $18,429-99.9% | $16,712-99.9% | $19,030-99.9% |