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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,075 | $88,754-35.7% | $81,820-30.2% | $145,877-60.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.99% | 1031.77%-1018.8pp | 777.93%-764.9pp | 551.28%-538.3pp |
| Employer contribution / active EE | $8,129 | $3,085+163.5% | $2,915+178.9% | $4,663+74.3% |
| Participant deferral / active EE | $1,718 | $4,648-63.0% | $4,323-60.3% | $6,691-74.3% |
| Admin fee / account holder | $168 | $8,424-98.0% | $7,391-97.7% | $13,402-98.7% |