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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,276 | $165,399-78.1% | $149,745-75.8% | $158,982-77.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 30.70% | 348.34%-317.6pp | 276.72%-246.0pp | 302.99%-272.3pp |
| Employer contribution / active EE | $6,658 | $5,105+30.4% | $4,646+43.3% | $4,763+39.8% |
| Participant deferral / active EE | $4,970 | $7,183-30.8% | $6,843-27.4% | $5,983-16.9% |
| Admin fee / account holder | $229 | $10,811-97.9% | $9,312-97.5% | $11,252-98.0% |