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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,817 | $107,363-26.6% | $92,909-15.2% | $152,897-48.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.54% | 145.63%-122.1pp | 109.44%-85.9pp | 345.43%-321.9pp |
| Employer contribution / active EE | $5,204 | $4,222+23.2% | $3,653+42.4% | $4,764+9.2% |
| Participant deferral / active EE | $7,410 | $4,848+52.9% | $4,238+74.9% | $5,851+26.7% |
| Admin fee / account holder | $77 | $7,082-98.9% | $5,795-98.7% | $11,599-99.3% |