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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,587 | $198,462-55.4% | $170,439-48.0% | $147,585-40.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.32% | 257.30%-239.0pp | 205.94%-187.6pp | 578.58%-560.3pp |
| Employer contribution / active EE | $1,525 | $6,184-75.3% | $5,433-71.9% | $4,876-68.7% |
| Participant deferral / active EE | $4,308 | $5,629-23.5% | $4,939-12.8% | $5,439-20.8% |
| Admin fee / account holder | $283 | $16,852-98.3% | $13,881-98.0% | $10,886-97.4% |