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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,889 | $198,457-55.2% | $170,435-47.8% | $147,586-39.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.99% | 257.30%-243.3pp | 205.94%-192.0pp | 578.59%-564.6pp |
| Employer contribution / active EE | $4,401 | $6,183-28.8% | $5,432-19.0% | $4,876-9.7% |
| Participant deferral / active EE | $10,817 | $5,629+92.2% | $4,939+119.0% | $5,439+98.9% |
| Admin fee / account holder | $133 | $16,852-99.2% | $13,881-99.0% | $10,886-98.8% |