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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,198 | $118,708-20.6% | $98,920-4.8% | $158,966-40.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 13.01% | 372.49%-359.5pp | 196.47%-183.5pp | 302.95%-289.9pp |
| Employer contribution / active EE | $1,353 | $3,334-59.4% | $2,689-49.7% | $4,762-71.6% |
| Participant deferral / active EE | $7,317 | $5,089+43.8% | $4,245+72.4% | $5,983+22.3% |
| Admin fee / account holder | $219 | $10,134-97.8% | $6,643-96.7% | $11,250-98.1% |