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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,992 | $209,422-60.8% | $178,503-54.1% | $158,982-48.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.36% | 188.81%-169.5pp | 151.12%-131.8pp | 302.99%-283.6pp |
| Employer contribution / active EE | $1,435 | $5,707-74.8% | $5,011-71.4% | $4,763-69.9% |
| Participant deferral / active EE | $3,582 | $5,955-39.9% | $5,202-31.2% | $5,983-40.1% |
| Admin fee / account holder | $193 | $17,079-98.9% | $13,987-98.6% | $11,252-98.3% |