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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,734 | $198,457-54.3% | $170,435-46.8% | $147,586-38.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.25% | 257.30%-240.1pp | 205.94%-188.7pp | 578.59%-561.3pp |
| Employer contribution / active EE | $3,053 | $6,183-50.6% | $5,432-43.8% | $4,876-37.4% |
| Participant deferral / active EE | $12,622 | $5,629+124.2% | $4,939+155.5% | $5,439+132.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |