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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,460 | $134,817-62.6% | $123,973-59.3% | $155,188-67.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 17.11% | 515.49%-498.4pp | 388.13%-371.0pp | 148.84%-131.7pp |
| Employer contribution / active EE | $2,751 | $4,425-37.8% | $4,126-33.3% | $4,248-35.2% |
| Participant deferral / active EE | $8,167 | $5,706+43.1% | $5,247+55.6% | $6,531+25.0% |
| Admin fee / account holder | $20 | $13,245-99.8% | $11,799-99.8% | $14,480-99.9% |