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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,943 | $176,120-35.3% | $159,487-28.6% | $167,553-32.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.61% | 331.95%-314.3pp | 263.71%-246.1pp | 478.89%-461.3pp |
| Employer contribution / active EE | $6,975 | $5,299+31.6% | $4,831+44.4% | $4,840+44.1% |
| Participant deferral / active EE | $21,125 | $7,752+172.5% | $7,354+187.3% | $6,343+233.1% |
| Admin fee / account holder | $2 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |