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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,400 | $198,457-82.2% | $170,435-79.2% | $147,586-76.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.32% | 257.30%-239.0pp | 205.94%-187.6pp | 578.59%-560.3pp |
| Employer contribution / active EE | $6,297 | $6,183+1.8% | $5,432+15.9% | $4,876+29.1% |
| Participant deferral / active EE | $4,199 | $5,629-25.4% | $4,939-15.0% | $5,439-22.8% |
| Admin fee / account holder | $65 | $16,852-99.6% | $13,881-99.5% | $10,886-99.4% |