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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,095 | $104,937-38.9% | $84,628-24.3% | $152,897-58.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 18.12% | 373.88%-355.8pp | 258.80%-240.7pp | 345.43%-327.3pp |
| Employer contribution / active EE | $5,000 | $3,303+51.4% | $2,653+88.5% | $4,764+5.0% |
| Participant deferral / active EE | $5,735 | $4,690+22.3% | $3,900+47.1% | $5,851-2.0% |
| Admin fee / account holder | $179 | $6,243-97.1% | $4,914-96.4% | $11,599-98.5% |