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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,558 | $144,130-22.6% | $117,861-5.3% | $147,586-24.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.00% | 531.20%-518.2pp | 335.11%-322.1pp | 578.59%-565.6pp |
| Employer contribution / active EE | $2,757 | $4,897-43.7% | $3,786-27.2% | $4,876-43.5% |
| Participant deferral / active EE | $4,632 | $5,316-12.9% | $4,482+3.3% | $5,439-14.8% |
| Admin fee / account holder | $55 | $10,887-99.5% | $8,021-99.3% | $10,886-99.5% |