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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,791 | $160,028-27.0% | $147,080-20.6% | $145,884-19.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.71% | 98.60%-84.9pp | 420.17%-406.5pp | 551.85%-538.1pp |
| Employer contribution / active EE | $6,772 | $5,286+28.1% | $4,933+37.3% | $4,662+45.2% |
| Participant deferral / active EE | $27,627 | $8,422+228.0% | $8,066+242.5% | $6,690+313.0% |
| Admin fee / account holder | $253 | $15,030-98.3% | $12,989-98.1% | $13,392-98.1% |