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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,501 | $198,462-74.1% | $170,439-69.8% | $147,585-65.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.02% | 257.30%-247.3pp | 205.94%-195.9pp | 578.58%-568.6pp |
| Employer contribution / active EE | $1,970 | $6,184-68.1% | $5,433-63.7% | $4,876-59.6% |
| Participant deferral / active EE | $2,948 | $5,629-47.6% | $4,939-40.3% | $5,439-45.8% |
| Admin fee / account holder | $56 | $16,852-99.7% | $13,881-99.6% | $10,886-99.5% |