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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,149 | $176,120-30.6% | $159,487-23.4% | $167,553-27.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.61% | 331.95%-318.3pp | 263.71%-250.1pp | 478.89%-465.3pp |
| Employer contribution / active EE | $17,328 | $5,299+227.0% | $4,831+258.7% | $4,840+258.0% |
| Participant deferral / active EE | $26,000 | $7,752+235.4% | $7,354+253.6% | $6,343+309.9% |
| Admin fee / account holder | $233 | $12,561-98.1% | $10,804-97.8% | $12,316-98.1% |