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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,975 | $175,259-33.3% | $149,723-21.9% | $139,487-16.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.74% | 166.82%-151.1pp | 134.50%-118.8pp | 373.84%-358.1pp |
| Employer contribution / active EE | $2,620 | $5,478-52.2% | $4,821-45.7% | $4,755-44.9% |
| Participant deferral / active EE | $5,404 | $6,522-17.1% | $5,682-4.9% | $6,713-19.5% |
| Admin fee / account holder | $60 | $16,158-99.6% | $13,215-99.5% | $11,407-99.5% |