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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,835 | $196,972-55.4% | $182,262-51.8% | $198,609-55.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.98% | 158.27%-137.3pp | 140.60%-119.6pp | 202.70%-181.7pp |
| Employer contribution / active EE | $2,958 | $5,364-44.9% | $5,046-41.4% | $5,055-41.5% |
| Participant deferral / active EE | $16,179 | $8,643+87.2% | $8,276+95.5% | $6,977+131.9% |
| Admin fee / account holder | $214 | $18,429-98.8% | $16,712-98.7% | $19,030-98.9% |