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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,221 | $148,629-52.1% | $135,982-47.6% | $139,487-48.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.36% | 79.33%-51.0pp | 68.32%-40.0pp | 373.84%-345.5pp |
| Employer contribution / active EE | $3,176 | $5,247-39.5% | $4,859-34.6% | $4,755-33.2% |
| Participant deferral / active EE | $8,500 | $8,102+4.9% | $7,760+9.5% | $6,713+26.6% |
| Admin fee / account holder | $60 | $12,406-99.5% | $10,767-99.4% | $11,407-99.5% |