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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,193 | $176,105-61.8% | $159,474-57.9% | $167,536-59.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.89% | 331.91%-320.0pp | 263.68%-251.8pp | 478.82%-466.9pp |
| Employer contribution / active EE | $1,309 | $5,299-75.3% | $4,831-72.9% | $4,839-73.0% |
| Participant deferral / active EE | $4,228 | $7,751-45.5% | $7,353-42.5% | $6,342-33.3% |
| Admin fee / account holder | $5 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |