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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,408 | $198,457-78.1% | $170,435-74.5% | $147,586-70.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.93% | 257.30%-237.4pp | 205.94%-186.0pp | 578.59%-558.7pp |
| Employer contribution / active EE | $6,391 | $6,183+3.4% | $5,432+17.7% | $4,876+31.1% |
| Participant deferral / active EE | $12,448 | $5,629+121.1% | $4,939+152.0% | $5,439+128.9% |
| Admin fee / account holder | $211 | $16,852-98.8% | $13,881-98.5% | $10,886-98.1% |