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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,363 | $175,257-31.3% | $149,717-19.6% | $139,456-13.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.23% | 166.70%-143.5pp | 134.41%-111.2pp | 373.45%-350.2pp |
| Employer contribution / active EE | $10,346 | $5,477+88.9% | $4,820+114.7% | $4,753+117.7% |
| Participant deferral / active EE | $12,000 | $6,521+84.0% | $5,682+111.2% | $6,711+78.8% |
| Admin fee / account holder | $155 | $16,156-99.0% | $13,213-98.8% | $11,407-98.6% |