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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,584 | $160,040-35.3% | $147,096-29.6% | $145,877-29.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.34% | 98.49%-80.2pp | 419.75%-401.4pp | 551.28%-532.9pp |
| Employer contribution / active EE | $5,924 | $5,289+12.0% | $4,936+20.0% | $4,663+27.0% |
| Participant deferral / active EE | $18,799 | $8,429+123.0% | $8,071+132.9% | $6,691+181.0% |
| Admin fee / account holder | $231 | $15,050-98.5% | $13,005-98.2% | $13,402-98.3% |