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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,257 | $88,710-26.4% | $81,783-20.2% | $145,959-55.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.74% | 1027.26%-1014.5pp | 775.05%-762.3pp | 561.95%-549.2pp |
| Employer contribution / active EE | $2,303 | $3,083-25.3% | $2,913-20.9% | $4,661-50.6% |
| Participant deferral / active EE | $3,048 | $4,645-34.4% | $4,320-29.5% | $6,689-54.4% |
| Admin fee / account holder | $292 | $8,407-96.5% | $7,380-96.0% | $13,398-97.8% |