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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,620 | $217,427-45.0% | $185,837-35.6% | $167,518-28.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.29% | 148.39%-136.1pp | 122.08%-109.8pp | 478.71%-466.4pp |
| Employer contribution / active EE | $5,466 | $5,874-6.9% | $5,168+5.8% | $4,838+13.0% |
| Participant deferral / active EE | $7,739 | $6,357+21.7% | $5,568+39.0% | $6,342+22.0% |
| Admin fee / account holder | $270 | $19,816-98.6% | $16,241-98.3% | $12,312-97.8% |