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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,291 | $175,259-34.2% | $149,723-23.0% | $139,487-17.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.65% | 166.82%-154.2pp | 134.50%-121.9pp | 373.84%-361.2pp |
| Employer contribution / active EE | $6,110 | $5,478+11.5% | $4,821+26.7% | $4,755+28.5% |
| Participant deferral / active EE | $5,005 | $6,522-23.3% | $5,682-11.9% | $6,713-25.4% |
| Admin fee / account holder | $299 | $16,158-98.1% | $13,215-97.7% | $11,407-97.4% |