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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,564 | $196,972-44.4% | $182,262-39.9% | $198,609-44.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.35% | 158.27%-137.9pp | 140.60%-120.2pp | 202.70%-182.3pp |
| Employer contribution / active EE | $4,351 | $5,364-18.9% | $5,046-13.8% | $5,055-13.9% |
| Participant deferral / active EE | $15,291 | $8,643+76.9% | $8,276+84.7% | $6,977+119.2% |
| Admin fee / account holder | $124 | $18,429-99.3% | $16,712-99.3% | $19,030-99.3% |