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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,121 | $217,432-40.6% | $185,851-30.5% | $167,553-22.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.92% | 148.43%-136.5pp | 122.11%-110.2pp | 478.89%-467.0pp |
| Employer contribution / active EE | $5,668 | $5,874-3.5% | $5,168+9.7% | $4,840+17.1% |
| Participant deferral / active EE | $3,914 | $6,357-38.4% | $5,569-29.7% | $6,343-38.3% |
| Admin fee / account holder | $5 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |