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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,506 | $209,425-54.9% | $178,499-47.1% | $158,966-40.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 44.99% | 188.80%-143.8pp | 151.10%-106.1pp | 302.95%-258.0pp |
| Employer contribution / active EE | $3,083 | $5,707-46.0% | $5,011-38.5% | $4,762-35.3% |
| Participant deferral / active EE | $9,750 | $5,955+63.7% | $5,202+87.4% | $5,983+63.0% |
| Admin fee / account holder | $54 | $17,078-99.7% | $13,986-99.6% | $11,250-99.5% |