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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,982 | $165,361-45.6% | $149,715-39.9% | $158,950-43.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.58% | 348.24%-332.7pp | 276.66%-261.1pp | 302.91%-287.3pp |
| Employer contribution / active EE | $3,984 | $5,103-21.9% | $4,645-14.2% | $4,762-16.3% |
| Participant deferral / active EE | $7,800 | $7,182+8.6% | $6,842+14.0% | $5,983+30.4% |
| Admin fee / account holder | $188 | $10,808-98.3% | $9,310-98.0% | $11,248-98.3% |