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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,799 | $176,105-66.6% | $159,474-63.1% | $167,536-64.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 21.83% | 331.91%-310.1pp | 263.68%-241.8pp | 478.82%-457.0pp |
| Employer contribution / active EE | $2,100 | $5,299-60.4% | $4,831-56.5% | $4,839-56.6% |
| Participant deferral / active EE | $3,600 | $7,751-53.6% | $7,353-51.0% | $6,342-43.2% |
| Admin fee / account holder | $40 | $12,559-99.7% | $10,802-99.6% | $12,315-99.7% |