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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,162 | $198,457-49.0% | $170,435-40.6% | $147,586-31.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.05% | 257.30%-236.3pp | 205.94%-184.9pp | 578.59%-557.5pp |
| Employer contribution / active EE | $7,106 | $6,183+14.9% | $5,432+30.8% | $4,876+45.7% |
| Participant deferral / active EE | $8,237 | $5,629+46.3% | $4,939+66.8% | $5,439+51.5% |
| Admin fee / account holder | $8 | $16,852-100.0% | $13,881-99.9% | $10,886-99.9% |