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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,092 | $176,071-57.9% | $159,450-53.5% | $167,497-55.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.28% | 331.79%-314.5pp | 263.60%-246.3pp | 478.62%-461.3pp |
| Employer contribution / active EE | $4,893 | $5,298-7.6% | $4,830+1.3% | $4,838+1.1% |
| Participant deferral / active EE | $8,622 | $7,750+11.2% | $7,352+17.3% | $6,341+36.0% |
| Admin fee / account holder | $62 | $12,555-99.5% | $10,800-99.4% | $12,310-99.5% |