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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,492 | $196,972-70.8% | $182,262-68.5% | $198,609-71.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.81% | 158.27%-137.5pp | 140.60%-119.8pp | 202.70%-181.9pp |
| Employer contribution / active EE | $5,548 | $5,364+3.4% | $5,046+10.0% | $5,055+9.7% |
| Participant deferral / active EE | $20,614 | $8,643+138.5% | $8,276+149.1% | $6,977+195.5% |
| Admin fee / account holder | $74 | $18,429-99.6% | $16,712-99.6% | $19,030-99.6% |