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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,906 | $165,399-45.6% | $149,745-40.0% | $158,982-43.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.58% | 348.34%-333.8pp | 276.72%-262.1pp | 302.99%-288.4pp |
| Employer contribution / active EE | $7,321 | $5,105+43.4% | $4,646+57.6% | $4,763+53.7% |
| Participant deferral / active EE | $6,051 | $7,183-15.8% | $6,843-11.6% | $5,983+1.1% |
| Admin fee / account holder | $4 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |