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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,808 | $198,457-41.1% | $170,435-31.5% | $147,586-20.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.10% | 257.30%-241.2pp | 205.94%-189.8pp | 578.59%-562.5pp |
| Employer contribution / active EE | $2,784 | $6,183-55.0% | $5,432-48.8% | $4,876-42.9% |
| Participant deferral / active EE | $5,839 | $5,629+3.7% | $4,939+18.2% | $5,439+7.4% |
| Admin fee / account holder | $291 | $16,852-98.3% | $13,881-97.9% | $10,886-97.3% |