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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,601 | $209,888-37.8% | $189,545-31.1% | $167,553-22.1% |
| Participation rate | 90.0% | 88.7%+1.3pp | 87.8%+2.2pp | 82.1%+7.9pp |
| Annual return | 44.15% | 748.66%-704.5pp | 555.36%-511.2pp | 478.89%-434.7pp |
| Employer contribution / active EE | $4,451 | $6,915-35.6% | $6,162-27.8% | $4,840-8.0% |
| Participant deferral / active EE | $4,345 | $8,934-51.4% | $8,220-47.1% | $6,343-31.5% |
| Admin fee / account holder | $193 | $14,300-98.6% | $12,049-98.4% | $12,316-98.4% |