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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,975 | $196,972-60.4% | $182,262-57.2% | $198,609-60.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 11.61% | 158.27%-146.7pp | 140.60%-129.0pp | 202.70%-191.1pp |
| Employer contribution / active EE | $3,121 | $5,364-41.8% | $5,046-38.1% | $5,055-38.3% |
| Participant deferral / active EE | $19,219 | $8,643+122.4% | $8,276+132.2% | $6,977+175.5% |
| Admin fee / account holder | $152 | $18,429-99.2% | $16,712-99.1% | $19,030-99.2% |