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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,951 | $159,934-35.0% | $147,005-29.3% | $145,959-28.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 33.19% | 98.24%-65.0pp | 418.76%-385.6pp | 561.95%-528.8pp |
| Employer contribution / active EE | $4,482 | $5,287-15.2% | $4,934-9.2% | $4,661-3.8% |
| Participant deferral / active EE | $23,000 | $8,427+172.9% | $8,070+185.0% | $6,689+243.9% |
| Admin fee / account holder | $129 | $15,053-99.1% | $13,006-99.0% | $13,398-99.0% |