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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,281 | $209,874-37.0% | $189,537-30.2% | $167,536-21.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 35.85% | 748.61%-712.8pp | 555.34%-519.5pp | 478.82%-443.0pp |
| Employer contribution / active EE | $4,174 | $6,913-39.6% | $6,161-32.3% | $4,839-13.8% |
| Participant deferral / active EE | $8,300 | $8,934-7.1% | $8,220+1.0% | $6,342+30.9% |
| Admin fee / account holder | $19 | $14,299-99.9% | $12,048-99.8% | $12,315-99.8% |