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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,516 | $112,112-38.0% | $95,956-27.6% | $158,950-56.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 23.94% | 171.15%-147.2pp | 91.63%-67.7pp | 302.91%-279.0pp |
| Employer contribution / active EE | $2,304 | $3,199-28.0% | $2,541-9.3% | $4,762-51.6% |
| Participant deferral / active EE | $1,604 | $4,784-66.5% | $4,167-61.5% | $5,983-73.2% |
| Admin fee / account holder | $257 | $10,134-97.5% | $6,797-96.2% | $11,248-97.7% |