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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,220 | $209,888-36.1% | $189,545-29.2% | $167,553-19.9% |
| Participation rate | 85.7% | 88.7%-3.0pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 20.98% | 748.66%-727.7pp | 555.36%-534.4pp | 478.89%-457.9pp |
| Employer contribution / active EE | $4,246 | $6,915-38.6% | $6,162-31.1% | $4,840-12.3% |
| Participant deferral / active EE | $14,381 | $8,934+61.0% | $8,220+75.0% | $6,343+126.7% |
| Admin fee / account holder | $19 | $14,300-99.9% | $12,049-99.8% | $12,316-99.8% |