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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,024 | $102,663-35.7% | $86,216-23.4% | $139,466-52.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 13.20% | 1924.52%-1911.3pp | 1169.42%-1156.2pp | 373.66%-360.5pp |
| Employer contribution / active EE | $2,829 | $3,035-6.8% | $2,382+18.8% | $4,754-40.5% |
| Participant deferral / active EE | $4,456 | $4,677-4.7% | $3,986+11.8% | $6,712-33.6% |
| Admin fee / account holder | $267 | $8,663-96.9% | $6,853-96.1% | $11,409-97.7% |