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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,339 | $177,353-41.2% | $158,226-34.1% | $198,609-47.5% |
| Participation rate | 85.7% | 77.0%+8.7pp | 74.8%+10.9pp | 82.4%+3.3pp |
| Annual return | 18.99% | 599.50%-580.5pp | 501.41%-482.4pp | 202.70%-183.7pp |
| Employer contribution / active EE | $2,895 | $3,239-10.6% | $2,986-3.0% | $5,055-42.7% |
| Participant deferral / active EE | $11,004 | $4,615+138.4% | $4,317+154.9% | $6,977+57.7% |
| Admin fee / account holder | $96 | $10,960-99.1% | $10,217-99.1% | $19,030-99.5% |