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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,349 | $217,432-59.4% | $185,849-52.5% | $167,536-47.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.44% | 148.42%-136.0pp | 122.10%-109.7pp | 478.82%-466.4pp |
| Employer contribution / active EE | $5,350 | $5,875-8.9% | $5,169+3.5% | $4,839+10.6% |
| Participant deferral / active EE | $6,675 | $6,357+5.0% | $5,569+19.9% | $6,342+5.2% |
| Admin fee / account holder | $20 | $19,818-99.9% | $16,244-99.9% | $12,315-99.8% |