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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,308 | $159,978-46.1% | $147,041-41.3% | $145,978-40.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.33% | 98.36%-78.0pp | 419.21%-398.9pp | 550.52%-530.2pp |
| Employer contribution / active EE | $4,680 | $5,288-11.5% | $4,935-5.2% | $4,662+0.4% |
| Participant deferral / active EE | $14,740 | $8,429+74.9% | $8,071+82.6% | $6,690+120.3% |
| Admin fee / account holder | $112 | $15,053-99.3% | $13,006-99.1% | $13,400-99.2% |