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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,313 | $196,972-81.6% | $182,262-80.1% | $198,609-81.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 17.39% | 158.27%-140.9pp | 140.60%-123.2pp | 202.70%-185.3pp |
| Employer contribution / active EE | $2,502 | $5,364-53.3% | $5,046-50.4% | $5,055-50.5% |
| Participant deferral / active EE | $8,319 | $8,643-3.7% | $8,276+0.5% | $6,977+19.2% |
| Admin fee / account holder | $109 | $18,429-99.4% | $16,712-99.3% | $19,030-99.4% |