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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,912 | $198,461-7.3% | $170,436+7.9% | $147,585+24.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.64% | 257.30%-247.7pp | 205.94%-196.3pp | 578.57%-568.9pp |
| Employer contribution / active EE | $2,596 | $6,184-58.0% | $5,433-52.2% | $4,876-46.8% |
| Participant deferral / active EE | $8,400 | $5,629+49.2% | $4,939+70.1% | $5,439+54.4% |
| Admin fee / account holder | $25 | $16,852-99.9% | $13,880-99.8% | $10,885-99.8% |