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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,390 | $165,399-70.1% | $149,745-67.0% | $158,982-68.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 281.85% | 348.34%-66.5pp | 276.72%+5.1pp | 302.99%-21.1pp |
| Employer contribution / active EE | $5,000 | $5,105-2.1% | $4,646+7.6% | $4,763+5.0% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |