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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,416 | $112,892-49.1% | $90,956-36.9% | $158,931-63.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 14.37% | 215.80%-201.4pp | 134.60%-120.2pp | 302.86%-288.5pp |
| Employer contribution / active EE | $5,968 | $2,893+106.3% | $2,122+181.3% | $4,761+25.3% |
| Participant deferral / active EE | $4,169 | $4,127+1.0% | $3,373+23.6% | $5,982-30.3% |
| Admin fee / account holder | $4 | $8,042-99.9% | $5,959-99.9% | $11,247-100.0% |