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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,881 | $209,405-59.5% | $178,486-52.4% | $158,931-46.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.92% | 188.77%-173.8pp | 151.08%-136.2pp | 302.86%-287.9pp |
| Employer contribution / active EE | $3,882 | $5,707-32.0% | $5,011-22.5% | $4,761-18.5% |
| Participant deferral / active EE | $4,597 | $5,954-22.8% | $5,202-11.6% | $5,982-23.2% |
| Admin fee / account holder | $153 | $17,076-99.1% | $13,985-98.9% | $11,247-98.6% |