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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,144 | $165,399-72.7% | $149,745-69.9% | $158,982-71.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.42% | 348.34%-332.9pp | 276.72%-261.3pp | 302.99%-287.6pp |
| Employer contribution / active EE | $2,100 | $5,105-58.9% | $4,646-54.8% | $4,763-55.9% |
| Participant deferral / active EE | $3,600 | $7,183-49.9% | $6,843-47.4% | $5,983-39.8% |
| Admin fee / account holder | $20 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |