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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,337 | $175,212-61.6% | $149,682-55.0% | $139,427-51.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.51% | 166.63%-148.1pp | 134.35%-115.8pp | 373.27%-354.8pp |
| Employer contribution / active EE | $4,781 | $5,475-12.7% | $4,818-0.8% | $4,752+0.6% |
| Participant deferral / active EE | $6,387 | $6,520-2.0% | $5,681+12.4% | $6,711-4.8% |
| Admin fee / account holder | $80 | $16,150-99.5% | $13,210-99.4% | $11,404-99.3% |