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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,610 | $118,695-22.8% | $98,916-7.4% | $158,950-42.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 13.99% | 372.39%-358.4pp | 196.45%-182.5pp | 302.91%-288.9pp |
| Employer contribution / active EE | $2,883 | $3,333-13.5% | $2,689+7.2% | $4,762-39.5% |
| Participant deferral / active EE | $2,124 | $5,088-58.3% | $4,245-50.0% | $5,983-64.5% |
| Admin fee / account holder | $6 | $10,132-99.9% | $6,642-99.9% | $11,248-99.9% |