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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,983 | $144,130-33.4% | $117,861-18.6% | $147,586-35.0% |
| Participation rate | 95.7% | 83.4%+12.2pp | 79.7%+16.0pp | 82.8%+12.8pp |
| Annual return | 18.65% | 531.20%-512.5pp | 335.11%-316.5pp | 578.59%-559.9pp |
| Employer contribution / active EE | $3,177 | $4,897-35.1% | $3,786-16.1% | $4,876-34.8% |
| Participant deferral / active EE | $4,296 | $5,316-19.2% | $4,482-4.1% | $5,439-21.0% |
| Admin fee / account holder | $112 | $10,887-99.0% | $8,021-98.6% | $10,886-99.0% |