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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,715 | $112,935-47.1% | $90,970-34.4% | $158,966-62.4% |
| Participation rate | 93.3% | 74.7%+18.6pp | 69.0%+24.3pp | 82.0%+11.4pp |
| Annual return | 11.64% | 215.79%-204.1pp | 134.58%-122.9pp | 302.95%-291.3pp |
| Employer contribution / active EE | $2,307 | $2,895-20.3% | $2,122+8.7% | $4,762-51.6% |
| Participant deferral / active EE | $5,758 | $4,129+39.5% | $3,373+70.7% | $5,983-3.8% |
| Admin fee / account holder | $0 | $8,045-100.0% | $5,960-100.0% | $11,250-100.0% |