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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,699 | $109,872-37.5% | $98,483-30.2% | $167,536-59.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.79% | 1959.31%-1945.5pp | 1494.38%-1480.6pp | 478.82%-465.0pp |
| Employer contribution / active EE | $3,720 | $3,225+15.3% | $2,961+25.6% | $4,839-23.1% |
| Participant deferral / active EE | $5,991 | $4,673+28.2% | $4,276+40.1% | $6,342-5.5% |
| Admin fee / account holder | $5 | $6,757-99.9% | $5,953-99.9% | $12,315-100.0% |