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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,574 | $176,120-44.0% | $159,487-38.2% | $167,553-41.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.62% | 331.95%-316.3pp | 263.71%-248.1pp | 478.89%-463.3pp |
| Employer contribution / active EE | $25,049 | $5,299+372.7% | $4,831+418.5% | $4,840+417.6% |
| Participant deferral / active EE | $22,735 | $7,752+193.3% | $7,354+209.2% | $6,343+258.4% |
| Admin fee / account holder | $18 | $12,561-99.9% | $10,804-99.8% | $12,316-99.9% |