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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,911 | $198,457-74.9% | $170,435-70.7% | $147,586-66.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.81% | 257.30%-237.5pp | 205.94%-186.1pp | 578.59%-558.8pp |
| Employer contribution / active EE | $3,666 | $6,183-40.7% | $5,432-32.5% | $4,876-24.8% |
| Participant deferral / active EE | $7,584 | $5,629+34.7% | $4,939+53.5% | $5,439+39.4% |
| Admin fee / account holder | $13 | $16,852-99.9% | $13,881-99.9% | $10,886-99.9% |