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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,616 | $176,120-28.7% | $159,487-21.2% | $167,553-25.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.47% | 331.95%-321.5pp | 263.71%-253.2pp | 478.89%-468.4pp |
| Employer contribution / active EE | $11,047 | $5,299+108.5% | $4,831+128.7% | $4,840+128.3% |
| Participant deferral / active EE | $15,005 | $7,752+93.6% | $7,354+104.1% | $6,343+136.6% |
| Admin fee / account holder | $242 | $12,561-98.1% | $10,804-97.8% | $12,316-98.0% |