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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,892 | $149,778-62.0% | $118,946-52.2% | $158,966-64.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 449.21% | 19.95%+429.3pp | 35.89%+413.3pp | 302.95%+146.3pp |
| Employer contribution / active EE | $2,555 | $4,117-37.9% | $3,263-21.7% | $4,762-46.4% |
| Participant deferral / active EE | $5,254 | $5,225+0.5% | $4,266+23.2% | $5,983-12.2% |
| Admin fee / account holder | $147 | $8,604-98.3% | $6,581-97.8% | $11,250-98.7% |