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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,432 | $198,461-37.8% | $170,436-27.6% | $147,585-16.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.42% | 257.30%-240.9pp | 205.94%-189.5pp | 578.57%-562.2pp |
| Employer contribution / active EE | $4,161 | $6,184-32.7% | $5,433-23.4% | $4,876-14.7% |
| Participant deferral / active EE | $6,319 | $5,629+12.3% | $4,939+27.9% | $5,439+16.2% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |