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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,038 | $144,124-47.2% | $117,857-35.5% | $147,585-48.5% |
| Participation rate | 93.8% | 83.4%+10.3pp | 79.7%+14.1pp | 82.8%+10.9pp |
| Annual return | 14.90% | 531.17%-516.3pp | 335.09%-320.2pp | 578.57%-563.7pp |
| Employer contribution / active EE | $3,036 | $4,897-38.0% | $3,786-19.8% | $4,876-37.7% |
| Participant deferral / active EE | $3,400 | $5,316-36.0% | $4,482-24.1% | $5,439-37.5% |
| Admin fee / account holder | $129 | $10,886-98.8% | $8,020-98.4% | $10,885-98.8% |