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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,112 | $165,399-43.7% | $149,745-37.8% | $158,982-41.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.45% | 348.34%-339.9pp | 276.72%-268.3pp | 302.99%-294.5pp |
| Employer contribution / active EE | $4,523 | $5,105-11.4% | $4,646-2.6% | $4,763-5.0% |
| Participant deferral / active EE | $7,242 | $7,183+0.8% | $6,843+5.8% | $5,983+21.0% |
| Admin fee / account holder | $150 | $10,811-98.6% | $9,312-98.4% | $11,252-98.7% |