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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,793 | $196,972-64.6% | $182,262-61.7% | $198,609-64.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 14.31% | 158.27%-144.0pp | 140.60%-126.3pp | 202.70%-188.4pp |
| Employer contribution / active EE | $7,978 | $5,364+48.7% | $5,046+58.1% | $5,055+57.8% |
| Participant deferral / active EE | $9,562 | $8,643+10.6% | $8,276+15.5% | $6,977+37.1% |
| Admin fee / account holder | $86 | $18,429-99.5% | $16,712-99.5% | $19,030-99.5% |