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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,185 | $160,040-29.3% | $147,096-23.1% | $145,877-22.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.89% | 98.49%-81.6pp | 419.75%-402.9pp | 551.28%-534.4pp |
| Employer contribution / active EE | $13,957 | $5,289+163.9% | $4,936+182.8% | $4,663+199.3% |
| Participant deferral / active EE | $22,433 | $8,429+166.1% | $8,071+177.9% | $6,691+235.3% |
| Admin fee / account holder | $179 | $15,050-98.8% | $13,005-98.6% | $13,402-98.7% |