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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,411 | $198,462-77.6% | $170,439-73.9% | $147,585-69.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.05% | 257.30%-235.3pp | 205.94%-183.9pp | 578.58%-556.5pp |
| Employer contribution / active EE | $1,862 | $6,184-69.9% | $5,433-65.7% | $4,876-61.8% |
| Participant deferral / active EE | $2,667 | $5,629-52.6% | $4,939-46.0% | $5,439-51.0% |
| Admin fee / account holder | $35 | $16,852-99.8% | $13,881-99.7% | $10,886-99.7% |