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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,230 | $157,304-39.5% | $141,197-32.6% | $152,909-37.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.96% | 64.34%-43.4pp | 71.41%-50.4pp | 345.46%-324.5pp |
| Employer contribution / active EE | $8,223 | $5,263+56.3% | $4,736+73.6% | $4,764+72.6% |
| Participant deferral / active EE | $7,252 | $7,111+2.0% | $6,710+8.1% | $5,851+23.9% |
| Admin fee / account holder | $101 | $12,126-99.2% | $10,265-99.0% | $11,601-99.1% |