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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,663 | $198,462-44.7% | $170,439-35.7% | $147,585-25.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.59% | 257.30%-239.7pp | 205.94%-188.4pp | 578.58%-561.0pp |
| Employer contribution / active EE | $6,672 | $6,184+7.9% | $5,433+22.8% | $4,876+36.8% |
| Participant deferral / active EE | $4,385 | $5,629-22.1% | $4,939-11.2% | $5,439-19.4% |
| Admin fee / account holder | $156 | $16,852-99.1% | $13,881-98.9% | $10,886-98.6% |