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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,535 | $198,461-59.4% | $170,436-52.7% | $147,585-45.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.37% | 257.30%-236.9pp | 205.94%-185.6pp | 578.57%-558.2pp |
| Employer contribution / active EE | $6,623 | $6,184+7.1% | $5,433+21.9% | $4,876+35.8% |
| Participant deferral / active EE | $5,035 | $5,629-10.6% | $4,939+1.9% | $5,439-7.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |