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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,192 | $176,077-55.6% | $159,455-51.0% | $167,518-53.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.35% | 331.83%-319.5pp | 263.63%-251.3pp | 478.71%-466.4pp |
| Employer contribution / active EE | $5,596 | $5,298+5.6% | $4,830+15.8% | $4,838+15.7% |
| Participant deferral / active EE | $4,995 | $7,751-35.6% | $7,353-32.1% | $6,342-21.2% |
| Admin fee / account holder | $20 | $12,556-99.8% | $10,800-99.8% | $12,312-99.8% |