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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,051 | $196,972-34.5% | $182,262-29.2% | $198,609-35.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 14.38% | 158.27%-143.9pp | 140.60%-126.2pp | 202.70%-188.3pp |
| Employer contribution / active EE | $11,102 | $5,364+107.0% | $5,046+120.0% | $5,055+119.6% |
| Participant deferral / active EE | $29,992 | $8,643+247.0% | $8,276+262.4% | $6,977+329.9% |
| Admin fee / account holder | $159 | $18,429-99.1% | $16,712-99.0% | $19,030-99.2% |