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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,480 | $217,432-47.3% | $185,849-38.4% | $167,536-31.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.95% | 148.42%-132.5pp | 122.10%-106.1pp | 478.82%-462.9pp |
| Employer contribution / active EE | $7,143 | $5,875+21.6% | $5,169+38.2% | $4,839+47.6% |
| Participant deferral / active EE | $4,540 | $6,357-28.6% | $5,569-18.5% | $6,342-28.4% |
| Admin fee / account holder | $10 | $19,818-100.0% | $16,244-99.9% | $12,315-99.9% |