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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,392 | $160,040-27.9% | $147,096-21.6% | $145,877-20.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 31.77% | 98.49%-66.7pp | 419.75%-388.0pp | 551.28%-519.5pp |
| Employer contribution / active EE | $28,880 | $5,289+446.0% | $4,936+485.1% | $4,663+519.3% |
| Participant deferral / active EE | $12,542 | $8,429+48.8% | $8,071+55.4% | $6,691+87.5% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |