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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,604 | $104,953-31.8% | $84,637-15.4% | $152,909-53.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 23.49% | 373.94%-350.5pp | 258.82%-235.3pp | 345.46%-322.0pp |
| Employer contribution / active EE | $2,655 | $3,304-19.6% | $2,653+0.1% | $4,764-44.3% |
| Participant deferral / active EE | $4,527 | $4,691-3.5% | $3,900+16.1% | $5,851-22.6% |
| Admin fee / account holder | $138 | $6,244-97.8% | $4,914-97.2% | $11,601-98.8% |