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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,554 | $159,934-43.4% | $147,005-38.4% | $145,959-38.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.32% | 98.24%-87.9pp | 418.76%-408.4pp | 561.95%-551.6pp |
| Employer contribution / active EE | $4,704 | $5,287-11.0% | $4,934-4.7% | $4,661+0.9% |
| Participant deferral / active EE | $18,892 | $8,427+124.2% | $8,070+134.1% | $6,689+182.4% |
| Admin fee / account holder | $221 | $15,053-98.5% | $13,006-98.3% | $13,398-98.4% |