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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,516 | $209,428-80.7% | $178,498-77.3% | $158,950-74.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.48% | 188.78%-170.3pp | 151.09%-132.6pp | 302.91%-284.4pp |
| Employer contribution / active EE | $4,285 | $5,707-24.9% | $5,011-14.5% | $4,762-10.0% |
| Participant deferral / active EE | $6,102 | $5,955+2.5% | $5,202+17.3% | $5,983+2.0% |
| Admin fee / account holder | $17 | $17,077-99.9% | $13,985-99.9% | $11,248-99.8% |