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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,838 | $198,461-67.3% | $170,436-62.0% | $147,585-56.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.67% | 257.30%-247.6pp | 205.94%-196.3pp | 578.57%-568.9pp |
| Employer contribution / active EE | $3,525 | $6,184-43.0% | $5,433-35.1% | $4,876-27.7% |
| Participant deferral / active EE | $3,761 | $5,629-33.2% | $4,939-23.9% | $5,439-30.8% |
| Admin fee / account holder | $283 | $16,852-98.3% | $13,880-98.0% | $10,885-97.4% |