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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,776 | $198,457-72.4% | $170,435-67.9% | $147,586-62.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.06% | 257.30%-235.2pp | 205.94%-183.9pp | 578.59%-556.5pp |
| Employer contribution / active EE | $1,822 | $6,183-70.5% | $5,432-66.5% | $4,876-62.6% |
| Participant deferral / active EE | $3,515 | $5,629-37.6% | $4,939-28.8% | $5,439-35.4% |
| Admin fee / account holder | $283 | $16,852-98.3% | $13,881-98.0% | $10,886-97.4% |