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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,998 | $198,457-75.8% | $170,435-71.8% | $147,586-67.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.43% | 257.30%-238.9pp | 205.94%-187.5pp | 578.59%-560.2pp |
| Employer contribution / active EE | $5,617 | $6,183-9.2% | $5,432+3.4% | $4,876+15.2% |
| Participant deferral / active EE | $5,698 | $5,629+1.2% | $4,939+15.4% | $5,439+4.8% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |