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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,719 | $198,462-44.7% | $170,439-35.6% | $147,585-25.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 24.48% | 257.30%-232.8pp | 205.94%-181.5pp | 578.58%-554.1pp |
| Employer contribution / active EE | $8,341 | $6,184+34.9% | $5,433+53.5% | $4,876+71.0% |
| Participant deferral / active EE | $10,823 | $5,629+92.3% | $4,939+119.1% | $5,439+99.0% |
| Admin fee / account holder | $127 | $16,852-99.2% | $13,881-99.1% | $10,886-98.8% |