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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,521 | $160,059-19.7% | $140,019-8.2% | $135,379-5.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 10.53% | 911.44%-900.9pp | 651.15%-640.6pp | 519.79%-509.3pp |
| Employer contribution / active EE | $4,255 | $6,420-33.7% | $5,605-24.1% | $4,779-11.0% |
| Participant deferral / active EE | $5,283 | $7,641-30.9% | $6,927-23.7% | $5,609-5.8% |
| Admin fee / account holder | $81 | $13,328-99.4% | $10,705-99.2% | $10,828-99.3% |