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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,895 | $196,972-65.0% | $182,262-62.2% | $198,609-65.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 23.24% | 158.27%-135.0pp | 140.60%-117.4pp | 202.70%-179.5pp |
| Employer contribution / active EE | $4,175 | $5,364-22.2% | $5,046-17.3% | $5,055-17.4% |
| Participant deferral / active EE | $16,031 | $8,643+85.5% | $8,276+93.7% | $6,977+129.8% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |