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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,106 | $198,457-78.3% | $170,435-74.7% | $147,586-70.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.97% | 257.30%-239.3pp | 205.94%-188.0pp | 578.59%-560.6pp |
| Employer contribution / active EE | $2,094 | $6,183-66.1% | $5,432-61.5% | $4,876-57.1% |
| Participant deferral / active EE | $4,512 | $5,629-19.9% | $4,939-8.7% | $5,439-17.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |