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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,432 | $198,457-65.5% | $170,435-59.8% | $147,586-53.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.70% | 257.30%-240.6pp | 205.94%-189.2pp | 578.59%-561.9pp |
| Employer contribution / active EE | $2,600 | $6,183-58.0% | $5,432-52.1% | $4,876-46.7% |
| Participant deferral / active EE | $6,443 | $5,629+14.5% | $4,939+30.4% | $5,439+18.5% |
| Admin fee / account holder | $28 | $16,852-99.8% | $13,881-99.8% | $10,886-99.7% |