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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,425 | $198,457-28.2% | $170,435-16.4% | $147,586-3.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.86% | 257.30%-241.4pp | 205.94%-190.1pp | 578.59%-562.7pp |
| Employer contribution / active EE | $2,900 | $6,183-53.1% | $5,432-46.6% | $4,876-40.5% |
| Participant deferral / active EE | $6,316 | $5,629+12.2% | $4,939+27.9% | $5,439+16.1% |
| Admin fee / account holder | $27 | $16,852-99.8% | $13,881-99.8% | $10,886-99.8% |