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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,730 | $209,425-77.2% | $178,499-73.3% | $158,966-70.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.14% | 188.80%-169.7pp | 151.10%-132.0pp | 302.95%-283.8pp |
| Employer contribution / active EE | $3,425 | $5,707-40.0% | $5,011-31.6% | $4,762-28.1% |
| Participant deferral / active EE | $4,616 | $5,955-22.5% | $5,202-11.3% | $5,983-22.9% |
| Admin fee / account holder | $202 | $17,078-98.8% | $13,986-98.6% | $11,250-98.2% |