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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,282 | $111,814-2.3% | $93,654+16.7% | $145,959-25.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 20.02% | 203.30%-183.3pp | 133.34%-113.3pp | 561.95%-541.9pp |
| Employer contribution / active EE | $1,400 | $3,092-54.7% | $2,421-42.2% | $4,661-70.0% |
| Participant deferral / active EE | $1,523 | $4,914-69.0% | $4,413-65.5% | $6,689-77.2% |
| Admin fee / account holder | $45 | $10,246-99.6% | $8,282-99.5% | $13,398-99.7% |