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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,861 | $160,040-27.6% | $147,096-21.2% | $145,877-20.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.53% | 98.49%-85.0pp | 419.75%-406.2pp | 551.28%-537.7pp |
| Employer contribution / active EE | $10,000 | $5,289+89.1% | $4,936+102.6% | $4,663+114.5% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |