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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,001 | $112,935-53.1% | $90,970-41.7% | $158,966-66.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 21.76% | 215.79%-194.0pp | 134.58%-112.8pp | 302.95%-281.2pp |
| Employer contribution / active EE | $1,004 | $2,895-65.3% | $2,122-52.7% | $4,762-78.9% |
| Participant deferral / active EE | $2,120 | $4,129-48.7% | $3,373-37.2% | $5,983-64.6% |
| Admin fee / account holder | $197 | $8,045-97.6% | $5,960-96.7% | $11,250-98.2% |