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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,457 | $175,257-68.4% | $149,717-63.0% | $139,456-60.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.69% | 166.70%-154.0pp | 134.41%-121.7pp | 373.45%-360.8pp |
| Employer contribution / active EE | $3,285 | $5,477-40.0% | $4,820-31.9% | $4,753-30.9% |
| Participant deferral / active EE | $3,561 | $6,521-45.4% | $5,682-37.3% | $6,711-46.9% |
| Admin fee / account holder | $157 | $16,156-99.0% | $13,213-98.8% | $11,407-98.6% |