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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,584 | $160,070-35.3% | $147,117-29.6% | $145,897-29.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.34% | 98.69%-80.3pp | 420.54%-402.2pp | 552.29%-534.0pp |
| Employer contribution / active EE | $5,924 | $5,285+12.1% | $4,932+20.1% | $4,663+27.0% |
| Participant deferral / active EE | $18,799 | $8,419+123.3% | $8,065+133.1% | $6,689+181.0% |
| Admin fee / account holder | $231 | $15,035-98.5% | $12,993-98.2% | $13,390-98.3% |