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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,304 | $176,120-53.3% | $159,487-48.4% | $167,553-50.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.39% | 331.95%-315.6pp | 263.71%-247.3pp | 478.89%-462.5pp |
| Employer contribution / active EE | $4,879 | $5,299-7.9% | $4,831+1.0% | $4,840+0.8% |
| Participant deferral / active EE | $11,984 | $7,752+54.6% | $7,354+63.0% | $6,343+88.9% |
| Admin fee / account holder | $5 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |