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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,770 | $198,457-39.6% | $170,435-29.7% | $147,586-18.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.50% | 257.30%-238.8pp | 205.94%-187.4pp | 578.59%-560.1pp |
| Employer contribution / active EE | $3,126 | $6,183-49.4% | $5,432-42.5% | $4,876-35.9% |
| Participant deferral / active EE | $2,908 | $5,629-48.3% | $4,939-41.1% | $5,439-46.5% |
| Admin fee / account holder | $132 | $16,852-99.2% | $13,881-99.0% | $10,886-98.8% |