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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,861 | $176,120-43.3% | $159,487-37.4% | $167,553-40.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.61% | 331.95%-315.3pp | 263.71%-247.1pp | 478.89%-462.3pp |
| Employer contribution / active EE | $4,944 | $5,299-6.7% | $4,831+2.3% | $4,840+2.2% |
| Participant deferral / active EE | $22,019 | $7,752+184.1% | $7,354+199.4% | $6,343+247.2% |
| Admin fee / account holder | $20 | $12,561-99.8% | $10,804-99.8% | $12,316-99.8% |