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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,577 | $198,457-71.5% | $170,435-66.8% | $147,586-61.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.28% | 257.30%-242.0pp | 205.94%-190.7pp | 578.59%-563.3pp |
| Employer contribution / active EE | $1,958 | $6,183-68.3% | $5,432-64.0% | $4,876-59.8% |
| Participant deferral / active EE | $4,673 | $5,629-17.0% | $4,939-5.4% | $5,439-14.1% |
| Admin fee / account holder | $199 | $16,852-98.8% | $13,881-98.6% | $10,886-98.2% |