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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,087 | $198,462-69.7% | $170,439-64.7% | $147,585-59.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.02% | 257.30%-237.3pp | 205.94%-185.9pp | 578.58%-558.6pp |
| Employer contribution / active EE | $4,735 | $6,184-23.4% | $5,433-12.8% | $4,876-2.9% |
| Participant deferral / active EE | $3,000 | $5,629-46.7% | $4,939-39.3% | $5,439-44.8% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |