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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,775 | $198,457-65.3% | $170,435-59.6% | $147,586-53.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.19% | 257.30%-236.1pp | 205.94%-184.8pp | 578.59%-557.4pp |
| Employer contribution / active EE | $3,097 | $6,183-49.9% | $5,432-43.0% | $4,876-36.5% |
| Participant deferral / active EE | $3,457 | $5,629-38.6% | $4,939-30.0% | $5,439-36.4% |
| Admin fee / account holder | $155 | $16,852-99.1% | $13,881-98.9% | $10,886-98.6% |