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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,266 | $196,972-46.6% | $182,262-42.2% | $198,609-47.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 16.75% | 158.27%-141.5pp | 140.60%-123.8pp | 202.70%-185.9pp |
| Employer contribution / active EE | $3,314 | $5,364-38.2% | $5,046-34.3% | $5,055-34.5% |
| Participant deferral / active EE | $10,127 | $8,643+17.2% | $8,276+22.4% | $6,977+45.2% |
| Admin fee / account holder | $131 | $18,429-99.3% | $16,712-99.2% | $19,030-99.3% |