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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,237 | $165,399-60.6% | $149,745-56.4% | $158,982-59.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 41.81% | 348.34%-306.5pp | 276.72%-234.9pp | 302.99%-261.2pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $11,000 | $7,183+53.1% | $6,843+60.7% | $5,983+83.8% |
| Admin fee / account holder | $80 | $10,811-99.3% | $9,312-99.1% | $11,252-99.3% |