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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,057 | $196,972-66.0% | $182,262-63.2% | $198,609-66.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 26.43% | 158.27%-131.8pp | 140.60%-114.2pp | 202.70%-176.3pp |
| Employer contribution / active EE | $4,365 | $5,364-18.6% | $5,046-13.5% | $5,055-13.7% |
| Participant deferral / active EE | $7,668 | $8,643-11.3% | $8,276-7.4% | $6,977+9.9% |
| Admin fee / account holder | $103 | $18,429-99.4% | $16,712-99.4% | $19,030-99.5% |