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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,517 | $109,411-85.8% | $89,435-82.7% | $158,982-90.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 22.75% | 345.68%-322.9pp | 245.55%-222.8pp | 302.99%-280.2pp |
| Employer contribution / active EE | $3,479 | $3,173+9.6% | $2,587+34.5% | $4,763-27.0% |
| Participant deferral / active EE | $6,088 | $4,600+32.3% | $3,890+56.5% | $5,983+1.7% |
| Admin fee / account holder | $75 | $6,159-98.8% | $4,884-98.5% | $11,252-99.3% |