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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,682 | $217,432-67.5% | $185,851-62.0% | $167,553-57.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.43% | 148.43%-133.0pp | 122.11%-106.7pp | 478.89%-463.5pp |
| Employer contribution / active EE | $5,107 | $5,874-13.1% | $5,168-1.2% | $4,840+5.5% |
| Participant deferral / active EE | $8,228 | $6,357+29.4% | $5,569+47.8% | $6,343+29.7% |
| Admin fee / account holder | $4 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |