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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,019 | $198,457-18.9% | $170,435-5.5% | $147,586+9.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.23% | 257.30%-244.1pp | 205.94%-192.7pp | 578.59%-565.4pp |
| Employer contribution / active EE | $4,700 | $6,183-24.0% | $5,432-13.5% | $4,876-3.6% |
| Participant deferral / active EE | $7,609 | $5,629+35.2% | $4,939+54.0% | $5,439+39.9% |
| Admin fee / account holder | $17 | $16,852-99.9% | $13,881-99.9% | $10,886-99.8% |