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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,720 | $90,614-49.5% | $76,089-39.9% | $145,877-68.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 15.59% | 623.80%-608.2pp | 360.94%-345.4pp | 551.28%-535.7pp |
| Employer contribution / active EE | $3,584 | $3,324+7.8% | $2,690+33.2% | $4,663-23.1% |
| Participant deferral / active EE | $11,967 | $5,168+131.6% | $4,259+181.0% | $6,691+78.9% |
| Admin fee / account holder | $296 | $8,376-96.5% | $6,418-95.4% | $13,402-97.8% |