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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,282 | $111,830-2.3% | $93,696+16.6% | $145,884-25.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 20.02% | 204.08%-184.1pp | 133.74%-113.7pp | 551.85%-531.8pp |
| Employer contribution / active EE | $1,400 | $3,093-54.7% | $2,422-42.2% | $4,662-70.0% |
| Participant deferral / active EE | $1,523 | $4,920-69.0% | $4,417-65.5% | $6,690-77.2% |
| Admin fee / account holder | $45 | $10,249-99.6% | $8,287-99.5% | $13,392-99.7% |