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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,532 | $198,457-40.8% | $170,435-31.0% | $147,586-20.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.58% | 257.30%-239.7pp | 205.94%-188.4pp | 578.59%-561.0pp |
| Employer contribution / active EE | $9,050 | $6,183+46.4% | $5,432+66.6% | $4,876+85.6% |
| Participant deferral / active EE | $3,196 | $5,629-43.2% | $4,939-35.3% | $5,439-41.2% |
| Admin fee / account holder | $67 | $16,852-99.6% | $13,881-99.5% | $10,886-99.4% |