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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,392 | $210,698-17.7% | $178,014-2.6% | $145,959+18.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.00% | 386.27%-371.3pp | 294.80%-279.8pp | 561.95%-547.0pp |
| Employer contribution / active EE | $2,997 | $4,567-34.4% | $3,950-24.1% | $4,661-35.7% |
| Participant deferral / active EE | $15,575 | $6,958+123.8% | $6,276+148.2% | $6,689+132.9% |
| Admin fee / account holder | $64 | $12,016-99.5% | $10,362-99.4% | $13,398-99.5% |