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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,847 | $198,462-50.7% | $170,439-42.6% | $147,585-33.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.66% | 257.30%-240.6pp | 205.94%-189.3pp | 578.58%-561.9pp |
| Employer contribution / active EE | $5,499 | $6,184-11.1% | $5,433+1.2% | $4,876+12.8% |
| Participant deferral / active EE | $3,942 | $5,629-30.0% | $4,939-20.2% | $5,439-27.5% |
| Admin fee / account holder | $78 | $16,852-99.5% | $13,881-99.4% | $10,886-99.3% |