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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,181 | $198,457-55.6% | $170,435-48.3% | $147,586-40.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.83% | 257.30%-237.5pp | 205.94%-186.1pp | 578.59%-558.8pp |
| Employer contribution / active EE | $3,850 | $6,183-37.7% | $5,432-29.1% | $4,876-21.0% |
| Participant deferral / active EE | $4,768 | $5,629-15.3% | $4,939-3.5% | $5,439-12.3% |
| Admin fee / account holder | $146 | $16,852-99.1% | $13,881-98.9% | $10,886-98.7% |