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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,695 | $101,539-2.8% | $147,041-32.9% | $74,400+32.7% |
| Participation rate | 99.2% | 75.5%+23.7pp | 82.2%+17.1pp | 67.2%+32.0pp |
| Annual return | 13.56% | 8740.84%-8727.3pp | 419.21%-405.7pp | 1367.51%-1354.0pp |
| Employer contribution / active EE | $3,440 | $3,811-9.7% | $4,935-30.3% | $2,624+31.1% |
| Participant deferral / active EE | $4,545 | $7,304-37.8% | $8,071-43.7% | $4,348+4.5% |
| Admin fee / account holder | $30 | $1,749-98.3% | $13,006-99.8% | $1,944-98.5% |