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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,791 | $184,000-31.1% | $162,185-21.8% | $152,909-17.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 25.67% | 150.80%-125.1pp | 115.61%-89.9pp | 345.46%-319.8pp |
| Employer contribution / active EE | $4,476 | $6,370-29.7% | $5,613-20.3% | $4,764-6.0% |
| Participant deferral / active EE | $9,617 | $8,033+19.7% | $7,297+31.8% | $5,851+64.4% |
| Admin fee / account holder | $268 | $13,124-98.0% | $10,844-97.5% | $11,601-97.7% |