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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,867 | $72,071+31.6% | $68,368+38.8% | $137,256-30.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.70% | 353.14%-333.4pp | 292.57%-272.9pp | 220.34%-200.6pp |
| Employer contribution / active EE | $1,313 | $2,788-52.9% | $2,649-50.4% | $4,156-68.4% |
| Participant deferral / active EE | $1,751 | $4,410-60.3% | $4,123-57.5% | $6,407-72.7% |
| Admin fee / account holder | $180 | $5,336-96.6% | $5,150-96.5% | $12,270-98.5% |