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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,068 | $202,440-57.0% | $169,390-48.6% | $139,466-37.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 39.12% | 532.36%-493.2pp | 406.07%-367.0pp | 373.66%-334.5pp |
| Employer contribution / active EE | $1,935 | $4,693-58.8% | $4,013-51.8% | $4,754-59.3% |
| Participant deferral / active EE | $5,992 | $6,940-13.7% | $6,222-3.7% | $6,712-10.7% |
| Admin fee / account holder | $0 | $10,722-100.0% | $9,015-100.0% | $11,409-100.0% |