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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,780 | $198,457-58.3% | $170,435-51.4% | $147,586-43.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.11% | 257.30%-235.2pp | 205.94%-183.8pp | 578.59%-556.5pp |
| Employer contribution / active EE | $8,618 | $6,183+39.4% | $5,432+58.7% | $4,876+76.7% |
| Participant deferral / active EE | $4,334 | $5,629-23.0% | $4,939-12.3% | $5,439-20.3% |
| Admin fee / account holder | $195 | $16,852-98.8% | $13,881-98.6% | $10,886-98.2% |