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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,647 | $160,028-30.9% | $147,080-24.8% | $145,884-24.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.64% | 98.60%-78.0pp | 420.17%-399.5pp | 551.85%-531.2pp |
| Employer contribution / active EE | $13,814 | $5,286+161.4% | $4,933+180.0% | $4,662+196.3% |
| Participant deferral / active EE | $12,387 | $8,422+47.1% | $8,066+53.6% | $6,690+85.2% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |