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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,309 | $160,028-21.7% | $147,080-14.8% | $145,884-14.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.77% | 98.60%-83.8pp | 420.17%-405.4pp | 551.85%-537.1pp |
| Employer contribution / active EE | $4,712 | $5,286-10.9% | $4,933-4.5% | $4,662+1.1% |
| Participant deferral / active EE | $19,433 | $8,422+130.7% | $8,066+140.9% | $6,690+190.5% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |