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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,037 | $198,457-57.7% | $170,435-50.7% | $147,586-43.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.91% | 257.30%-241.4pp | 205.94%-190.0pp | 578.59%-562.7pp |
| Employer contribution / active EE | $2,305 | $6,183-62.7% | $5,432-57.6% | $4,876-52.7% |
| Participant deferral / active EE | $4,864 | $5,629-13.6% | $4,939-1.5% | $5,439-10.6% |
| Admin fee / account holder | $272 | $16,852-98.4% | $13,881-98.0% | $10,886-97.5% |