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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,319 | $198,461-64.6% | $170,436-58.7% | $147,585-52.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 24.30% | 257.30%-233.0pp | 205.94%-181.6pp | 578.57%-554.3pp |
| Employer contribution / active EE | $1,968 | $6,184-68.2% | $5,433-63.8% | $4,876-59.7% |
| Participant deferral / active EE | $4,217 | $5,629-25.1% | $4,939-14.6% | $5,439-22.5% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |