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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,174 | $198,457-31.9% | $170,435-20.7% | $147,586-8.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.73% | 257.30%-237.6pp | 205.94%-186.2pp | 578.59%-558.9pp |
| Employer contribution / active EE | $6,682 | $6,183+8.1% | $5,432+23.0% | $4,876+37.0% |
| Participant deferral / active EE | $7,310 | $5,629+29.8% | $4,939+48.0% | $5,439+34.4% |
| Admin fee / account holder | $97 | $16,852-99.4% | $13,881-99.3% | $10,886-99.1% |