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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,163 | $159,934-18.0% | $147,005-10.8% | $145,959-10.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 34.31% | 98.24%-63.9pp | 418.76%-384.5pp | 561.95%-527.6pp |
| Employer contribution / active EE | $1,718 | $5,287-67.5% | $4,934-65.2% | $4,661-63.1% |
| Participant deferral / active EE | $3,436 | $8,427-59.2% | $8,070-57.4% | $6,689-48.6% |
| Admin fee / account holder | $20 | $15,053-99.9% | $13,006-99.8% | $13,398-99.9% |