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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,520 | $196,972-64.7% | $182,262-61.9% | $198,609-65.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.77% | 158.27%-137.5pp | 140.60%-119.8pp | 202.70%-181.9pp |
| Employer contribution / active EE | $2,710 | $5,364-49.5% | $5,046-46.3% | $5,055-46.4% |
| Participant deferral / active EE | $4,512 | $8,643-47.8% | $8,276-45.5% | $6,977-35.3% |
| Admin fee / account holder | $63 | $18,429-99.7% | $16,712-99.6% | $19,030-99.7% |