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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,030 | $196,972-43.1% | $182,262-38.5% | $198,609-43.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.99% | 158.27%-137.3pp | 140.60%-119.6pp | 202.70%-181.7pp |
| Employer contribution / active EE | $3,195 | $5,364-40.4% | $5,046-36.7% | $5,055-36.8% |
| Participant deferral / active EE | $12,470 | $8,643+44.3% | $8,276+50.7% | $6,977+78.7% |
| Admin fee / account holder | $231 | $18,429-98.7% | $16,712-98.6% | $19,030-98.8% |