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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,272 | $160,028-24.2% | $147,080-17.5% | $145,884-16.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.20% | 98.60%-79.4pp | 420.17%-401.0pp | 551.85%-532.6pp |
| Employer contribution / active EE | $9,107 | $5,286+72.3% | $4,933+84.6% | $4,662+95.3% |
| Participant deferral / active EE | $14,099 | $8,422+67.4% | $8,066+74.8% | $6,690+110.8% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |