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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,882 | $196,972-63.0% | $182,262-60.0% | $198,609-63.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 18.73% | 158.27%-139.5pp | 140.60%-121.9pp | 202.70%-184.0pp |
| Employer contribution / active EE | $3,975 | $5,364-25.9% | $5,046-21.2% | $5,055-21.4% |
| Participant deferral / active EE | $6,062 | $8,643-29.9% | $8,276-26.8% | $6,977-13.1% |
| Admin fee / account holder | $152 | $18,429-99.2% | $16,712-99.1% | $19,030-99.2% |