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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,783 | $176,120-33.1% | $159,487-26.1% | $167,553-29.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.40% | 331.95%-316.5pp | 263.71%-248.3pp | 478.89%-463.5pp |
| Employer contribution / active EE | $7,131 | $5,299+34.6% | $4,831+47.6% | $4,840+47.3% |
| Participant deferral / active EE | $20,652 | $7,752+166.4% | $7,354+180.8% | $6,343+225.6% |
| Admin fee / account holder | $51 | $12,561-99.6% | $10,804-99.5% | $12,316-99.6% |