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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,048 | $121,701-49.0% | $104,639-40.7% | $158,982-61.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 21.39% | 465.72%-444.3pp | 340.67%-319.3pp | 302.99%-281.6pp |
| Employer contribution / active EE | $2,810 | $3,165-11.2% | $2,682+4.8% | $4,763-41.0% |
| Participant deferral / active EE | $3,287 | $4,176-21.3% | $3,738-12.1% | $5,983-45.1% |
| Admin fee / account holder | $20 | $7,778-99.7% | $6,465-99.7% | $11,252-99.8% |