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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,715 | $180,749-40.4% | $160,784-33.0% | $137,256-21.5% |
| Participation rate | 83.3% | 80.0%+3.4pp | 77.0%+6.4pp | 80.0%+3.4pp |
| Annual return | 19.98% | 2234.46%-2214.5pp | 1803.92%-1783.9pp | 220.34%-200.4pp |
| Employer contribution / active EE | $2,599 | $4,155-37.4% | $3,733-30.4% | $4,156-37.5% |
| Participant deferral / active EE | $3,583 | $6,844-47.6% | $6,293-43.1% | $6,407-44.1% |
| Admin fee / account holder | $20 | $10,397-99.8% | $9,717-99.8% | $12,270-99.8% |