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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,450 | $111,535-23.4% | $105,223-18.8% | $137,256-37.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 19.82% | 237.85%-218.0pp | 180.65%-160.8pp | 220.34%-200.5pp |
| Employer contribution / active EE | $3,330 | $3,939-15.5% | $3,689-9.7% | $4,156-19.9% |
| Participant deferral / active EE | $7,963 | $5,500+44.8% | $5,072+57.0% | $6,407+24.3% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |