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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,919 | $88,702-39.2% | $81,780-34.1% | $145,978-63.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.08% | 1029.12%-1017.0pp | 776.27%-764.2pp | 550.52%-538.4pp |
| Employer contribution / active EE | $3,029 | $3,084-1.8% | $2,914+3.9% | $4,662-35.0% |
| Participant deferral / active EE | $3,341 | $4,645-28.1% | $4,321-22.7% | $6,690-50.1% |
| Admin fee / account holder | $48 | $8,414-99.4% | $7,384-99.4% | $13,400-99.6% |