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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,752 | $121,656-42.7% | $104,614-33.3% | $158,950-56.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 20.36% | 465.51%-445.2pp | 340.56%-320.2pp | 302.91%-282.5pp |
| Employer contribution / active EE | $1,982 | $3,164-37.4% | $2,681-26.1% | $4,762-58.4% |
| Participant deferral / active EE | $3,525 | $4,177-15.6% | $3,739-5.7% | $5,983-41.1% |
| Admin fee / account holder | $228 | $7,775-97.1% | $6,464-96.5% | $11,248-98.0% |