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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,134 | $202,463-58.0% | $169,397-49.7% | $139,487-39.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 26.07% | 532.64%-506.6pp | 406.23%-380.2pp | 373.84%-347.8pp |
| Employer contribution / active EE | $4,039 | $4,694-14.0% | $4,013+0.6% | $4,755-15.1% |
| Participant deferral / active EE | $11,621 | $6,941+67.4% | $6,223+86.7% | $6,713+73.1% |
| Admin fee / account holder | $20 | $10,726-99.8% | $9,017-99.8% | $11,407-99.8% |