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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,040 | $217,432-40.7% | $185,851-30.6% | $167,553-23.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.36% | 148.43%-133.1pp | 122.11%-106.7pp | 478.89%-463.5pp |
| Employer contribution / active EE | $6,278 | $5,874+6.9% | $5,168+21.5% | $4,840+29.7% |
| Participant deferral / active EE | $4,476 | $6,357-29.6% | $5,569-19.6% | $6,343-29.4% |
| Admin fee / account holder | $194 | $19,820-99.0% | $16,245-98.8% | $12,316-98.4% |