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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,453 | $198,462-42.3% | $170,439-32.8% | $147,585-22.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.44% | 257.30%-243.9pp | 205.94%-192.5pp | 578.58%-565.1pp |
| Employer contribution / active EE | $1,520 | $6,184-75.4% | $5,433-72.0% | $4,876-68.8% |
| Participant deferral / active EE | $6,440 | $5,629+14.4% | $4,939+30.4% | $5,439+18.4% |
| Admin fee / account holder | $20 | $16,852-99.9% | $13,881-99.9% | $10,886-99.8% |