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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,653 | $118,708-48.1% | $98,920-37.7% | $158,982-61.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 22.58% | 372.49%-349.9pp | 196.47%-173.9pp | 302.99%-280.4pp |
| Employer contribution / active EE | $1,989 | $3,334-40.3% | $2,689-26.0% | $4,763-58.2% |
| Participant deferral / active EE | $4,870 | $5,089-4.3% | $4,245+14.7% | $5,983-18.6% |
| Admin fee / account holder | $231 | $10,134-97.7% | $6,643-96.5% | $11,252-97.9% |