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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,800 | $160,028-22.6% | $147,080-15.8% | $145,884-15.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.67% | 98.60%-81.9pp | 420.17%-403.5pp | 551.85%-535.2pp |
| Employer contribution / active EE | $13,948 | $5,286+163.9% | $4,933+182.7% | $4,662+199.2% |
| Participant deferral / active EE | $17,396 | $8,422+106.6% | $8,066+115.7% | $6,690+160.0% |
| Admin fee / account holder | $13 | $15,030-99.9% | $12,989-99.9% | $13,392-99.9% |