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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,942 | $171,492-44.6% | $150,734-37.0% | $198,609-52.2% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 17.84% | 804.70%-786.9pp | 600.81%-583.0pp | 202.70%-184.9pp |
| Employer contribution / active EE | $3,290 | $5,470-39.8% | $4,918-33.1% | $5,055-34.9% |
| Participant deferral / active EE | $4,874 | $6,259-22.1% | $5,610-13.1% | $6,977-30.1% |
| Admin fee / account holder | $0 | $17,628-100.0% | $14,905-100.0% | $19,030-100.0% |