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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,761 | $104,937-20.2% | $84,628-1.0% | $152,897-45.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 25.12% | 373.88%-348.8pp | 258.80%-233.7pp | 345.43%-320.3pp |
| Employer contribution / active EE | $1,929 | $3,303-41.6% | $2,653-27.3% | $4,764-59.5% |
| Participant deferral / active EE | $3,249 | $4,690-30.7% | $3,900-16.7% | $5,851-44.5% |
| Admin fee / account holder | $298 | $6,243-95.2% | $4,914-93.9% | $11,599-97.4% |