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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,013 | $198,470-47.1% | $170,444-38.4% | $147,585-28.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.44% | 257.30%-240.9pp | 205.94%-189.5pp | 578.56%-562.1pp |
| Employer contribution / active EE | $2,725 | $6,184-55.9% | $5,433-49.8% | $4,876-44.1% |
| Participant deferral / active EE | $12,000 | $5,629+113.2% | $4,939+142.9% | $5,439+120.6% |
| Admin fee / account holder | $30 | $16,852-99.8% | $13,881-99.8% | $10,885-99.7% |