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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,079 | $112,935-53.0% | $90,970-41.7% | $158,966-66.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 13.04% | 215.79%-202.7pp | 134.58%-121.5pp | 302.95%-289.9pp |
| Employer contribution / active EE | $2,701 | $2,895-6.7% | $2,122+27.2% | $4,762-43.3% |
| Participant deferral / active EE | $2,701 | $4,129-34.6% | $3,373-19.9% | $5,983-54.9% |
| Admin fee / account holder | $20 | $8,045-99.8% | $5,960-99.7% | $11,250-99.8% |