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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,748 | $196,972-64.1% | $182,262-61.2% | $198,609-64.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.69% | 158.27%-137.6pp | 140.60%-119.9pp | 202.70%-182.0pp |
| Employer contribution / active EE | $3,687 | $5,364-31.3% | $5,046-26.9% | $5,055-27.1% |
| Participant deferral / active EE | $12,770 | $8,643+47.8% | $8,276+54.3% | $6,977+83.0% |
| Admin fee / account holder | $78 | $18,429-99.6% | $16,712-99.5% | $19,030-99.6% |