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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,462 | $198,457-82.6% | $170,435-79.8% | $147,586-76.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.36% | 257.30%-234.9pp | 205.94%-183.6pp | 578.59%-556.2pp |
| Employer contribution / active EE | $7,862 | $6,183+27.1% | $5,432+44.7% | $4,876+61.2% |
| Participant deferral / active EE | $4,002 | $5,629-28.9% | $4,939-19.0% | $5,439-26.4% |
| Admin fee / account holder | $154 | $16,852-99.1% | $13,881-98.9% | $10,886-98.6% |