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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,874 | $196,972-60.0% | $182,262-56.7% | $198,609-60.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 16.68% | 158.27%-141.6pp | 140.60%-123.9pp | 202.70%-186.0pp |
| Employer contribution / active EE | $5,195 | $5,364-3.2% | $5,046+2.9% | $5,055+2.8% |
| Participant deferral / active EE | $8,482 | $8,643-1.9% | $8,276+2.5% | $6,977+21.6% |
| Admin fee / account holder | $126 | $18,429-99.3% | $16,712-99.2% | $19,030-99.3% |