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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,125 | $100,895-37.4% | $90,430-30.2% | $158,950-60.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.41% | 1725.54%-1709.1pp | 1293.73%-1277.3pp | 302.91%-286.5pp |
| Employer contribution / active EE | $5,114 | $3,689+38.6% | $3,262+56.8% | $4,762+7.4% |
| Participant deferral / active EE | $4,457 | $4,347+2.5% | $3,963+12.5% | $5,983-25.5% |
| Admin fee / account holder | $40 | $6,505-99.4% | $5,613-99.3% | $11,248-99.6% |