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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,408 | $159,978-25.4% | $147,041-18.8% | $145,978-18.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 35.12% | 98.36%-63.2pp | 419.21%-384.1pp | 550.52%-515.4pp |
| Employer contribution / active EE | $1,730 | $5,288-67.3% | $4,935-64.9% | $4,662-62.9% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |