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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,663 | $121,701-51.0% | $104,639-43.0% | $158,982-62.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 13.29% | 465.72%-452.4pp | 340.67%-327.4pp | 302.99%-289.7pp |
| Employer contribution / active EE | $1,703 | $3,165-46.2% | $2,682-36.5% | $4,763-64.2% |
| Participant deferral / active EE | $2,104 | $4,176-49.6% | $3,738-43.7% | $5,983-64.8% |
| Admin fee / account holder | $168 | $7,778-97.8% | $6,465-97.4% | $11,252-98.5% |