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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,107 | $148,582-46.8% | $135,942-41.8% | $139,456-43.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.55% | 79.26%-56.7pp | 68.28%-45.7pp | 373.45%-350.9pp |
| Employer contribution / active EE | $4,353 | $5,245-17.0% | $4,858-10.4% | $4,753-8.4% |
| Participant deferral / active EE | $9,643 | $8,101+19.0% | $7,759+24.3% | $6,711+43.7% |
| Admin fee / account holder | $97 | $12,402-99.2% | $10,764-99.1% | $11,407-99.1% |