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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,265 | $70,366-31.4% | $66,674-27.6% | $138,895-65.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 20.02% | 386.41%-366.4pp | 321.24%-301.2pp | 145.39%-125.4pp |
| Employer contribution / active EE | $5,144 | $2,765+86.0% | $2,620+96.3% | $4,194+22.6% |
| Participant deferral / active EE | $3,395 | $4,374-22.4% | $4,084-16.9% | $6,396-46.9% |
| Admin fee / account holder | $106 | $5,262-98.0% | $5,098-97.9% | $12,562-99.2% |