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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,594 | $159,934-47.1% | $147,005-42.5% | $145,959-42.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.97% | 98.24%-73.3pp | 418.76%-393.8pp | 561.95%-537.0pp |
| Employer contribution / active EE | $9,998 | $5,287+89.1% | $4,934+102.6% | $4,661+114.5% |
| Participant deferral / active EE | $9,733 | $8,427+15.5% | $8,070+20.6% | $6,689+45.5% |
| Admin fee / account holder | $20 | $15,053-99.9% | $13,006-99.8% | $13,398-99.9% |