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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,149 | $217,432-50.7% | $185,849-42.3% | $167,536-36.0% |
| Participation rate | 94.7% | 86.1%+8.7pp | 81.7%+13.0pp | 82.1%+12.6pp |
| Annual return | 16.43% | 148.42%-132.0pp | 122.10%-105.7pp | 478.82%-462.4pp |
| Employer contribution / active EE | $3,435 | $5,875-41.5% | $5,169-33.5% | $4,839-29.0% |
| Participant deferral / active EE | $5,854 | $6,357-7.9% | $5,569+5.1% | $6,342-7.7% |
| Admin fee / account holder | $111 | $19,818-99.4% | $16,244-99.3% | $12,315-99.1% |