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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,758 | $198,457-80.5% | $170,435-77.3% | $147,586-73.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.42% | 257.30%-237.9pp | 205.94%-186.5pp | 578.59%-559.2pp |
| Employer contribution / active EE | $6,862 | $6,183+11.0% | $5,432+26.3% | $4,876+40.7% |
| Participant deferral / active EE | $4,809 | $5,629-14.6% | $4,939-2.6% | $5,439-11.6% |
| Admin fee / account holder | $96 | $16,852-99.4% | $13,881-99.3% | $10,886-99.1% |