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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,166 | $109,372-46.8% | $89,414-34.9% | $158,966-63.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 15.52% | 345.55%-330.0pp | 245.50%-230.0pp | 302.95%-287.4pp |
| Employer contribution / active EE | $2,206 | $3,171-30.4% | $2,586-14.7% | $4,762-53.7% |
| Participant deferral / active EE | $11,262 | $4,598+144.9% | $3,890+189.5% | $5,983+88.2% |
| Admin fee / account holder | $155 | $6,156-97.5% | $4,883-96.8% | $11,250-98.6% |