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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,833 | $88,815-37.1% | $81,882-31.8% | $145,897-61.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.15% | 1033.75%-1019.6pp | 779.47%-765.3pp | 552.29%-538.1pp |
| Employer contribution / active EE | $3,840 | $3,086+24.4% | $2,916+31.7% | $4,663-17.6% |
| Participant deferral / active EE | $4,034 | $4,647-13.2% | $4,323-6.7% | $6,689-39.7% |
| Admin fee / account holder | $225 | $8,434-97.3% | $7,360-96.9% | $13,390-98.3% |