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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,140 | $196,972-58.8% | $182,262-55.5% | $198,609-59.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 21.75% | 158.27%-136.5pp | 140.60%-118.8pp | 202.70%-180.9pp |
| Employer contribution / active EE | $14,257 | $5,364+165.8% | $5,046+182.5% | $5,055+182.0% |
| Participant deferral / active EE | $15,243 | $8,643+76.4% | $8,276+84.2% | $6,977+118.5% |
| Admin fee / account holder | $128 | $18,429-99.3% | $16,712-99.2% | $19,030-99.3% |