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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,359 | $196,972-55.6% | $182,262-52.1% | $198,609-56.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 14.76% | 158.27%-143.5pp | 140.60%-125.8pp | 202.70%-187.9pp |
| Employer contribution / active EE | $3,003 | $5,364-44.0% | $5,046-40.5% | $5,055-40.6% |
| Participant deferral / active EE | $4,995 | $8,643-42.2% | $8,276-39.7% | $6,977-28.4% |
| Admin fee / account holder | $105 | $18,429-99.4% | $16,712-99.4% | $19,030-99.4% |