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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,900 | $114,119-44.0% | $107,187-40.4% | $138,895-54.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 17.50% | 273.21%-255.7pp | 204.55%-187.1pp | 145.39%-127.9pp |
| Employer contribution / active EE | $3,982 | $4,059-1.9% | $3,782+5.3% | $4,194-5.1% |
| Participant deferral / active EE | $14,436 | $5,538+160.7% | $5,096+183.3% | $6,396+125.7% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |