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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,436 | $90,530-16.7% | $76,030-0.8% | $145,897-48.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 11.23% | 625.08%-613.9pp | 361.54%-350.3pp | 552.29%-541.1pp |
| Employer contribution / active EE | $3,213 | $3,319-3.2% | $2,688+19.5% | $4,663-31.1% |
| Participant deferral / active EE | $15,127 | $5,164+192.9% | $4,257+255.3% | $6,689+126.1% |
| Admin fee / account holder | $231 | $8,383-97.2% | $6,421-96.4% | $13,390-98.3% |