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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,140 | $111,830-42.6% | $93,696-31.5% | $145,884-56.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.95% | 204.08%-191.1pp | 133.74%-120.8pp | 551.85%-538.9pp |
| Employer contribution / active EE | $1,642 | $3,093-46.9% | $2,422-32.2% | $4,662-64.8% |
| Participant deferral / active EE | $2,682 | $4,920-45.5% | $4,417-39.3% | $6,690-59.9% |
| Admin fee / account holder | $185 | $10,249-98.2% | $8,287-97.8% | $13,392-98.6% |