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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,158 | $198,457-42.5% | $170,435-33.0% | $147,586-22.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 26.84% | 257.30%-230.5pp | 205.94%-179.1pp | 578.59%-551.8pp |
| Employer contribution / active EE | $6,449 | $6,183+4.3% | $5,432+18.7% | $4,876+32.3% |
| Participant deferral / active EE | $4,607 | $5,629-18.2% | $4,939-6.7% | $5,439-15.3% |
| Admin fee / account holder | $180 | $16,852-98.9% | $13,881-98.7% | $10,886-98.3% |