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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,031 | $196,972-69.0% | $182,262-66.5% | $198,609-69.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 17.53% | 158.27%-140.7pp | 140.60%-123.1pp | 202.70%-185.2pp |
| Employer contribution / active EE | $3,210 | $5,364-40.2% | $5,046-36.4% | $5,055-36.5% |
| Participant deferral / active EE | $10,057 | $8,643+16.4% | $8,276+21.5% | $6,977+44.1% |
| Admin fee / account holder | $119 | $18,429-99.4% | $16,712-99.3% | $19,030-99.4% |