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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,919 | $88,754-39.2% | $81,820-34.1% | $145,877-63.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.08% | 1031.77%-1019.7pp | 777.93%-765.8pp | 551.28%-539.2pp |
| Employer contribution / active EE | $3,029 | $3,085-1.8% | $2,915+3.9% | $4,663-35.1% |
| Participant deferral / active EE | $3,341 | $4,648-28.1% | $4,323-22.7% | $6,691-50.1% |
| Admin fee / account holder | $48 | $8,424-99.4% | $7,391-99.4% | $13,402-99.6% |