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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,158 | $175,257-11.5% | $149,717+3.6% | $139,456+11.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.91% | 166.70%-147.8pp | 134.41%-115.5pp | 373.45%-354.5pp |
| Employer contribution / active EE | $2,781 | $5,477-49.2% | $4,820-42.3% | $4,753-41.5% |
| Participant deferral / active EE | $9,303 | $6,521+42.7% | $5,682+63.7% | $6,711+38.6% |
| Admin fee / account holder | $267 | $16,156-98.3% | $13,213-98.0% | $11,407-97.7% |