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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,494 | $198,457-5.5% | $170,435+10.0% | $147,586+27.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.18% | 257.30%-239.1pp | 205.94%-187.8pp | 578.59%-560.4pp |
| Employer contribution / active EE | $2,949 | $6,183-52.3% | $5,432-45.7% | $4,876-39.5% |
| Participant deferral / active EE | $9,454 | $5,629+67.9% | $4,939+91.4% | $5,439+73.8% |
| Admin fee / account holder | $53 | $16,852-99.7% | $13,881-99.6% | $10,886-99.5% |