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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,902 | $198,457-46.1% | $170,435-37.3% | $147,586-27.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.67% | 257.30%-237.6pp | 205.94%-186.3pp | 578.59%-558.9pp |
| Employer contribution / active EE | $5,161 | $6,183-16.5% | $5,432-5.0% | $4,876+5.8% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |