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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,812 | $198,470-82.0% | $170,444-79.0% | $147,585-75.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.09% | 257.30%-243.2pp | 205.94%-191.8pp | 578.56%-564.5pp |
| Employer contribution / active EE | $4,905 | $6,184-20.7% | $5,433-9.7% | $4,876+0.6% |
| Participant deferral / active EE | $4,020 | $5,629-28.6% | $4,939-18.6% | $5,439-26.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,885-100.0% |