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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,373 | $77,145+30.1% | $108,410-7.4% | $85,856+16.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 18.61% | 44.54%-25.9pp | 905.34%-886.7pp | 318.58%-300.0pp |
| Employer contribution / active EE | $1,685 | $2,379-29.2% | $3,558-52.6% | $2,565-34.3% |
| Participant deferral / active EE | $2,886 | $5,566-48.1% | $6,562-56.0% | $3,952-27.0% |
| Admin fee / account holder | $77 | $5,172-98.5% | $7,296-98.9% | $6,261-98.8% |