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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,016 | $198,461-63.2% | $170,436-57.2% | $147,585-50.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.10% | 257.30%-238.2pp | 205.94%-186.8pp | 578.57%-559.5pp |
| Employer contribution / active EE | $1,931 | $6,184-68.8% | $5,433-64.5% | $4,876-60.4% |
| Participant deferral / active EE | $5,672 | $5,629+0.8% | $4,939+14.8% | $5,439+4.3% |
| Admin fee / account holder | $231 | $16,852-98.6% | $13,880-98.3% | $10,885-97.9% |