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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,208 | $175,259-37.7% | $149,723-27.1% | $139,487-21.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.56% | 166.82%-149.3pp | 134.50%-116.9pp | 373.84%-356.3pp |
| Employer contribution / active EE | $1,876 | $5,478-65.8% | $4,821-61.1% | $4,755-60.5% |
| Participant deferral / active EE | $2,968 | $6,522-54.5% | $5,682-47.8% | $6,713-55.8% |
| Admin fee / account holder | $267 | $16,158-98.3% | $13,215-98.0% | $11,407-97.7% |