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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,420 | $217,427-54.7% | $185,837-47.0% | $167,518-41.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.00% | 148.39%-133.4pp | 122.08%-107.1pp | 478.71%-463.7pp |
| Employer contribution / active EE | $5,661 | $5,874-3.6% | $5,168+9.5% | $4,838+17.0% |
| Participant deferral / active EE | $8,192 | $6,357+28.9% | $5,568+47.1% | $6,342+29.2% |
| Admin fee / account holder | $84 | $19,816-99.6% | $16,241-99.5% | $12,312-99.3% |