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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,395 | $198,457-58.5% | $170,435-51.7% | $147,586-44.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.26% | 257.30%-240.0pp | 205.94%-188.7pp | 578.59%-561.3pp |
| Employer contribution / active EE | $5,965 | $6,183-3.5% | $5,432+9.8% | $4,876+22.3% |
| Participant deferral / active EE | $6,800 | $5,629+20.8% | $4,939+37.7% | $5,439+25.0% |
| Admin fee / account holder | $137 | $16,852-99.2% | $13,881-99.0% | $10,886-98.7% |