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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,528 | $198,457-68.0% | $170,435-62.7% | $147,586-57.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.32% | 257.30%-240.0pp | 205.94%-188.6pp | 578.59%-561.3pp |
| Employer contribution / active EE | $5,616 | $6,183-9.2% | $5,432+3.4% | $4,876+15.2% |
| Participant deferral / active EE | $4,520 | $5,629-19.7% | $4,939-8.5% | $5,439-16.9% |
| Admin fee / account holder | $54 | $16,852-99.7% | $13,881-99.6% | $10,886-99.5% |