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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,497 | $111,535-20.7% | $105,223-15.9% | $137,256-35.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 148.21% | 237.85%-89.6pp | 180.65%-32.4pp | 220.34%-72.1pp |
| Employer contribution / active EE | $1,748 | $3,939-55.6% | $3,689-52.6% | $4,156-57.9% |
| Participant deferral / active EE | $10,568 | $5,500+92.1% | $5,072+108.4% | $6,407+64.9% |
| Admin fee / account holder | $56 | $9,721-99.4% | $8,859-99.4% | $12,270-99.5% |