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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,132 | $196,972-60.8% | $182,262-57.7% | $198,609-61.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 15.32% | 158.27%-143.0pp | 140.60%-125.3pp | 202.70%-187.4pp |
| Employer contribution / active EE | $3,530 | $5,364-34.2% | $5,046-30.0% | $5,055-30.2% |
| Participant deferral / active EE | $14,677 | $8,643+69.8% | $8,276+77.3% | $6,977+110.4% |
| Admin fee / account holder | $97 | $18,429-99.5% | $16,712-99.4% | $19,030-99.5% |