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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,684 | $198,457-50.3% | $170,435-42.1% | $147,586-33.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.84% | 257.30%-243.5pp | 205.94%-192.1pp | 578.59%-564.8pp |
| Employer contribution / active EE | $5,530 | $6,183-10.6% | $5,432+1.8% | $4,876+13.4% |
| Participant deferral / active EE | $4,563 | $5,629-18.9% | $4,939-7.6% | $5,439-16.1% |
| Admin fee / account holder | $215 | $16,852-98.7% | $13,881-98.5% | $10,886-98.0% |