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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,881 | $196,972-50.8% | $182,262-46.8% | $198,609-51.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 12.30% | 158.27%-146.0pp | 140.60%-128.3pp | 202.70%-190.4pp |
| Employer contribution / active EE | $9,038 | $5,364+68.5% | $5,046+79.1% | $5,055+78.8% |
| Participant deferral / active EE | $10,609 | $8,643+22.8% | $8,276+28.2% | $6,977+52.1% |
| Admin fee / account holder | $263 | $18,429-98.6% | $16,712-98.4% | $19,030-98.6% |