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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,531 | $175,231-27.8% | $149,696-15.5% | $139,466-9.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.42% | 166.77%-149.3pp | 134.46%-117.0pp | 373.66%-356.2pp |
| Employer contribution / active EE | $3,169 | $5,478-42.2% | $4,821-34.3% | $4,754-33.3% |
| Participant deferral / active EE | $7,013 | $6,521+7.5% | $5,682+23.4% | $6,712+4.5% |
| Admin fee / account holder | $21 | $16,155-99.9% | $13,212-99.8% | $11,409-99.8% |