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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,802 | $198,457-81.5% | $170,435-78.4% | $147,586-75.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.56% | 257.30%-244.7pp | 205.94%-193.4pp | 578.59%-566.0pp |
| Employer contribution / active EE | $2,953 | $6,183-52.2% | $5,432-45.6% | $4,876-39.4% |
| Participant deferral / active EE | $2,561 | $5,629-54.5% | $4,939-48.1% | $5,439-52.9% |
| Admin fee / account holder | $95 | $16,852-99.4% | $13,881-99.3% | $10,886-99.1% |