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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,279 | $198,457-56.5% | $170,435-49.4% | $147,586-41.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.90% | 257.30%-237.4pp | 205.94%-186.0pp | 578.59%-558.7pp |
| Employer contribution / active EE | $5,256 | $6,183-15.0% | $5,432-3.3% | $4,876+7.8% |
| Participant deferral / active EE | $9,678 | $5,629+71.9% | $4,939+95.9% | $5,439+77.9% |
| Admin fee / account holder | $298 | $16,852-98.2% | $13,881-97.9% | $10,886-97.3% |