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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,906 | $165,351-45.6% | $149,710-39.9% | $158,931-43.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.58% | 348.19%-333.6pp | 276.63%-262.0pp | 302.86%-288.3pp |
| Employer contribution / active EE | $7,321 | $5,103+43.5% | $4,645+57.6% | $4,761+53.8% |
| Participant deferral / active EE | $6,051 | $7,181-15.7% | $6,842-11.6% | $5,982+1.2% |
| Admin fee / account holder | $4 | $10,807-100.0% | $9,309-100.0% | $11,247-100.0% |