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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,282 | $111,878-2.3% | $93,727+16.6% | $145,897-25.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 20.02% | 204.28%-184.3pp | 133.83%-113.8pp | 552.29%-532.3pp |
| Employer contribution / active EE | $1,400 | $3,092-54.7% | $2,421-42.2% | $4,663-70.0% |
| Participant deferral / active EE | $1,523 | $4,920-69.0% | $4,417-65.5% | $6,689-77.2% |
| Admin fee / account holder | $45 | $10,256-99.6% | $8,292-99.5% | $13,390-99.7% |