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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,163 | $160,040-18.0% | $147,096-10.8% | $145,877-10.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 34.31% | 98.49%-64.2pp | 419.75%-385.4pp | 551.28%-517.0pp |
| Employer contribution / active EE | $1,718 | $5,289-67.5% | $4,936-65.2% | $4,663-63.2% |
| Participant deferral / active EE | $3,436 | $8,429-59.2% | $8,071-57.4% | $6,691-48.6% |
| Admin fee / account holder | $20 | $15,050-99.9% | $13,005-99.8% | $13,402-99.9% |