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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,420 | $129,737-39.6% | $119,126-34.2% | $154,746-49.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 15.19% | 379.08%-363.9pp | 282.11%-266.9pp | 172.34%-157.2pp |
| Employer contribution / active EE | $3,465 | $4,375-20.8% | $4,034-14.1% | $4,379-20.9% |
| Participant deferral / active EE | $4,663 | $5,842-20.2% | $5,318-12.3% | $6,730-30.7% |
| Admin fee / account holder | $255 | $11,961-97.9% | $10,693-97.6% | $14,365-98.2% |