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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,838 | $157,296-58.1% | $141,191-53.4% | $152,897-56.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.48% | 64.34%-47.9pp | 71.41%-54.9pp | 345.43%-328.9pp |
| Employer contribution / active EE | $2,073 | $5,262-60.6% | $4,736-56.2% | $4,764-56.5% |
| Participant deferral / active EE | $7,765 | $7,111+9.2% | $6,710+15.7% | $5,851+32.7% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |