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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,092 | $176,120-57.9% | $159,487-53.5% | $167,553-55.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.28% | 331.95%-314.7pp | 263.71%-246.4pp | 478.89%-461.6pp |
| Employer contribution / active EE | $4,893 | $5,299-7.7% | $4,831+1.3% | $4,840+1.1% |
| Participant deferral / active EE | $8,622 | $7,752+11.2% | $7,354+17.2% | $6,343+35.9% |
| Admin fee / account holder | $62 | $12,561-99.5% | $10,804-99.4% | $12,316-99.5% |