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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,914 | $109,967-18.2% | $97,197-7.5% | $145,877-38.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.92% | 244.27%-233.4pp | 75.47%-64.5pp | 551.28%-540.4pp |
| Employer contribution / active EE | $1,146 | $3,077-62.8% | $2,723-57.9% | $4,663-75.4% |
| Participant deferral / active EE | $1,421 | $4,676-69.6% | $4,263-66.7% | $6,691-78.8% |
| Admin fee / account holder | $146 | $6,199-97.7% | $5,637-97.4% | $13,402-98.9% |