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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,878 | $138,072-52.3% | $123,549-46.7% | $135,382-51.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 29.02% | 153.69%-124.7pp | 119.20%-90.2pp | 519.77%-490.7pp |
| Employer contribution / active EE | $4,968 | $5,152-3.6% | $4,628+7.3% | $4,779+4.0% |
| Participant deferral / active EE | $9,608 | $6,799+41.3% | $6,426+49.5% | $5,609+71.3% |
| Admin fee / account holder | $247 | $10,917-97.7% | $9,284-97.3% | $10,829-97.7% |