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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,257 | $175,231-54.2% | $149,696-46.4% | $139,466-42.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.44% | 166.77%-149.3pp | 134.46%-117.0pp | 373.66%-356.2pp |
| Employer contribution / active EE | $5,714 | $5,478+4.3% | $4,821+18.5% | $4,754+20.2% |
| Participant deferral / active EE | $4,569 | $6,521-29.9% | $5,682-19.6% | $6,712-31.9% |
| Admin fee / account holder | $128 | $16,155-99.2% | $13,212-99.0% | $11,409-98.9% |