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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,809 | $107,363-39.6% | $92,909-30.2% | $152,897-57.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 21.62% | 145.63%-124.0pp | 109.44%-87.8pp | 345.43%-323.8pp |
| Employer contribution / active EE | $1,176 | $4,222-72.1% | $3,653-67.8% | $4,764-75.3% |
| Participant deferral / active EE | $1,649 | $4,848-66.0% | $4,238-61.1% | $5,851-71.8% |
| Admin fee / account holder | $88 | $7,082-98.8% | $5,795-98.5% | $11,599-99.2% |