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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,628 | $196,972-71.3% | $182,262-68.9% | $198,609-71.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 21.23% | 158.27%-137.0pp | 140.60%-119.4pp | 202.70%-181.5pp |
| Employer contribution / active EE | $3,300 | $5,364-38.5% | $5,046-34.6% | $5,055-34.7% |
| Participant deferral / active EE | $9,563 | $8,643+10.6% | $8,276+15.5% | $6,977+37.1% |
| Admin fee / account holder | $113 | $18,429-99.4% | $16,712-99.3% | $19,030-99.4% |