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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,078 | $184,000-45.1% | $162,185-37.7% | $152,909-33.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 26.64% | 150.80%-124.2pp | 115.61%-89.0pp | 345.46%-318.8pp |
| Employer contribution / active EE | $6,411 | $6,370+0.6% | $5,613+14.2% | $4,764+34.6% |
| Participant deferral / active EE | $6,058 | $8,033-24.6% | $7,297-17.0% | $5,851+3.5% |
| Admin fee / account holder | $236 | $13,124-98.2% | $10,844-97.8% | $11,601-98.0% |