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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,251 | $175,231-31.4% | $149,696-19.7% | $139,466-13.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.98% | 166.77%-145.8pp | 134.46%-113.5pp | 373.66%-352.7pp |
| Employer contribution / active EE | $8,792 | $5,478+60.5% | $4,821+82.4% | $4,754+84.9% |
| Participant deferral / active EE | $7,717 | $6,521+18.3% | $5,682+35.8% | $6,712+15.0% |
| Admin fee / account holder | $294 | $16,155-98.2% | $13,212-97.8% | $11,409-97.4% |