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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,782 | $99,011-29.5% | $86,582-19.4% | $147,586-52.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.79% | 1312.75%-1298.0pp | 965.08%-950.3pp | 578.59%-563.8pp |
| Employer contribution / active EE | $3,447 | $3,132+10.0% | $2,839+21.4% | $4,876-29.3% |
| Participant deferral / active EE | $4,438 | $3,972+11.7% | $3,609+23.0% | $5,439-18.4% |
| Admin fee / account holder | $25 | $5,709-99.6% | $4,904-99.5% | $10,886-99.8% |