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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,650 | $100,911-36.9% | $90,440-29.6% | $158,966-60.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.31% | 1726.62%-1713.3pp | 1294.38%-1281.1pp | 302.95%-289.6pp |
| Employer contribution / active EE | $5,449 | $3,690+47.7% | $3,263+67.0% | $4,762+14.4% |
| Participant deferral / active EE | $3,412 | $4,348-21.5% | $3,964-13.9% | $5,983-43.0% |
| Admin fee / account holder | $281 | $6,507-95.7% | $5,615-95.0% | $11,250-97.5% |