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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,106 | $149,040-38.9% | $120,225-24.2% | $137,256-33.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 15.54% | 605.68%-590.1pp | 439.23%-423.7pp | 220.34%-204.8pp |
| Employer contribution / active EE | $2,921 | $4,350-32.9% | $3,475-16.0% | $4,156-29.7% |
| Participant deferral / active EE | $1,753 | $4,655-62.3% | $3,999-56.2% | $6,407-72.6% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |