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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,436 | $196,972-55.6% | $182,262-52.0% | $198,609-56.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 19.21% | 158.27%-139.1pp | 140.60%-121.4pp | 202.70%-183.5pp |
| Employer contribution / active EE | $4,684 | $5,364-12.7% | $5,046-7.2% | $5,055-7.4% |
| Participant deferral / active EE | $16,829 | $8,643+94.7% | $8,276+103.3% | $6,977+141.2% |
| Admin fee / account holder | $20 | $18,429-99.9% | $16,712-99.9% | $19,030-99.9% |