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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,499 | $209,422-54.9% | $178,503-47.1% | $158,982-40.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.92% | 188.81%-164.9pp | 151.12%-127.2pp | 302.99%-279.1pp |
| Employer contribution / active EE | $4,449 | $5,707-22.0% | $5,011-11.2% | $4,763-6.6% |
| Participant deferral / active EE | $18,419 | $5,955+209.3% | $5,202+254.0% | $5,983+207.8% |
| Admin fee / account holder | $20 | $17,079-99.9% | $13,987-99.9% | $11,252-99.8% |