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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,750 | $210,698-68.8% | $178,014-63.1% | $145,959-55.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 28.50% | 386.27%-357.8pp | 294.80%-266.3pp | 561.95%-533.5pp |
| Employer contribution / active EE | $2,020 | $4,567-55.8% | $3,950-48.9% | $4,661-56.7% |
| Participant deferral / active EE | $3,303 | $6,958-52.5% | $6,276-47.4% | $6,689-50.6% |
| Admin fee / account holder | $246 | $12,016-98.0% | $10,362-97.6% | $13,398-98.2% |