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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,804 | $165,351-49.3% | $149,710-44.0% | $158,931-47.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.56% | 348.19%-335.6pp | 276.63%-264.1pp | 302.86%-290.3pp |
| Employer contribution / active EE | $6,184 | $5,103+21.2% | $4,645+33.1% | $4,761+29.9% |
| Participant deferral / active EE | $4,505 | $7,181-37.3% | $6,842-34.2% | $5,982-24.7% |
| Admin fee / account holder | $251 | $10,807-97.7% | $9,309-97.3% | $11,247-97.8% |