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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,776 | $202,326-24.0% | $172,745-11.0% | $152,870+0.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.05% | 1029.72%-1006.7pp | 802.90%-779.9pp | 345.34%-322.3pp |
| Employer contribution / active EE | $3,743 | $5,858-36.1% | $5,144-27.2% | $4,763-21.4% |
| Participant deferral / active EE | $4,296 | $5,948-27.8% | $5,197-17.3% | $5,850-26.6% |
| Admin fee / account holder | $18 | $17,110-99.9% | $13,954-99.9% | $11,597-99.8% |