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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,420 | $202,440-22.2% | $169,390-7.1% | $139,466+12.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 19.88% | 532.36%-512.5pp | 406.07%-386.2pp | 373.66%-353.8pp |
| Employer contribution / active EE | $2,135 | $4,693-54.5% | $4,013-46.8% | $4,754-55.1% |
| Participant deferral / active EE | $2,135 | $6,940-69.2% | $6,222-65.7% | $6,712-68.2% |
| Admin fee / account holder | $25 | $10,722-99.8% | $9,015-99.7% | $11,409-99.8% |