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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,202 | $165,399-48.5% | $149,745-43.1% | $158,982-46.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.04% | 348.34%-331.3pp | 276.72%-259.7pp | 302.99%-286.0pp |
| Employer contribution / active EE | $20,087 | $5,105+293.5% | $4,646+332.4% | $4,763+321.7% |
| Participant deferral / active EE | $15,167 | $7,183+111.2% | $6,843+121.6% | $5,983+153.5% |
| Admin fee / account holder | $13 | $10,811-99.9% | $9,312-99.9% | $11,252-99.9% |