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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,264 | $196,972-55.7% | $182,262-52.1% | $198,609-56.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 18.47% | 158.27%-139.8pp | 140.60%-122.1pp | 202.70%-184.2pp |
| Employer contribution / active EE | $4,265 | $5,364-20.5% | $5,046-15.5% | $5,055-15.6% |
| Participant deferral / active EE | $10,471 | $8,643+21.2% | $8,276+26.5% | $6,977+50.1% |
| Admin fee / account holder | $207 | $18,429-98.9% | $16,712-98.8% | $19,030-98.9% |