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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,648 | $100,911-7.2% | $90,440+3.5% | $158,966-41.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.50% | 1726.62%-1708.1pp | 1294.38%-1275.9pp | 302.95%-284.5pp |
| Employer contribution / active EE | $4,030 | $3,690+9.2% | $3,263+23.5% | $4,762-15.4% |
| Participant deferral / active EE | $9,014 | $4,348+107.3% | $3,964+127.4% | $5,983+50.7% |
| Admin fee / account holder | $25 | $6,507-99.6% | $5,615-99.6% | $11,250-99.8% |