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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,455 | $175,231-25.6% | $149,696-12.9% | $139,466-6.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 30.18% | 166.77%-136.6pp | 134.46%-104.3pp | 373.66%-343.5pp |
| Employer contribution / active EE | $1,168 | $5,478-78.7% | $4,821-75.8% | $4,754-75.4% |
| Participant deferral / active EE | $6,529 | $6,521+0.1% | $5,682+14.9% | $6,712-2.7% |
| Admin fee / account holder | $124 | $16,155-99.2% | $13,212-99.1% | $11,409-98.9% |