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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,421 | $209,425-54.4% | $178,499-46.5% | $158,966-40.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.49% | 188.80%-169.3pp | 151.10%-131.6pp | 302.95%-283.5pp |
| Employer contribution / active EE | $10,000 | $5,707+75.2% | $5,011+99.6% | $4,762+110.0% |
| Participant deferral / active EE | $22,000 | $5,955+269.4% | $5,202+322.9% | $5,983+267.7% |
| Admin fee / account holder | $20 | $17,078-99.9% | $13,986-99.9% | $11,250-99.8% |