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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,754 | $196,972-61.0% | $182,262-57.9% | $198,609-61.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 21.30% | 158.27%-137.0pp | 140.60%-119.3pp | 202.70%-181.4pp |
| Employer contribution / active EE | $3,878 | $5,364-27.7% | $5,046-23.1% | $5,055-23.3% |
| Participant deferral / active EE | $4,590 | $8,643-46.9% | $8,276-44.5% | $6,977-34.2% |
| Admin fee / account holder | $143 | $18,429-99.2% | $16,712-99.1% | $19,030-99.3% |