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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,537 | $198,462-77.6% | $170,439-73.9% | $147,585-69.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.25% | 257.30%-239.1pp | 205.94%-187.7pp | 578.58%-560.3pp |
| Employer contribution / active EE | $2,662 | $6,184-57.0% | $5,433-51.0% | $4,876-45.4% |
| Participant deferral / active EE | $6,750 | $5,629+19.9% | $4,939+36.7% | $5,439+24.1% |
| Admin fee / account holder | $204 | $16,852-98.8% | $13,881-98.5% | $10,886-98.1% |