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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,422 | $180,749-62.7% | $160,784-58.1% | $137,256-50.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 16.74% | 2234.46%-2217.7pp | 1803.92%-1787.2pp | 220.34%-203.6pp |
| Employer contribution / active EE | $5,924 | $4,155+42.6% | $3,733+58.7% | $4,156+42.5% |
| Participant deferral / active EE | $5,601 | $6,844-18.2% | $6,293-11.0% | $6,407-12.6% |
| Admin fee / account holder | $219 | $10,397-97.9% | $9,717-97.7% | $12,270-98.2% |