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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,823 | $196,972-38.7% | $182,262-33.7% | $198,609-39.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 21.37% | 158.27%-136.9pp | 140.60%-119.2pp | 202.70%-181.3pp |
| Employer contribution / active EE | $4,902 | $5,364-8.6% | $5,046-2.8% | $5,055-3.0% |
| Participant deferral / active EE | $7,981 | $8,643-7.7% | $8,276-3.6% | $6,977+14.4% |
| Admin fee / account holder | $134 | $18,429-99.3% | $16,712-99.2% | $19,030-99.3% |