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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,132 | $135,645-54.2% | $110,243-43.6% | $135,380-54.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 15.00% | 513.24%-498.2pp | 314.76%-299.8pp | 519.81%-504.8pp |
| Employer contribution / active EE | $1,925 | $4,907-60.8% | $3,827-49.7% | $4,779-59.7% |
| Participant deferral / active EE | $2,505 | $5,507-54.5% | $4,672-46.4% | $5,609-55.3% |
| Admin fee / account holder | $173 | $11,458-98.5% | $8,548-98.0% | $10,828-98.4% |