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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,052 | $176,120-39.8% | $159,487-33.5% | $167,553-36.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.17% | 331.95%-320.8pp | 263.71%-252.5pp | 478.89%-467.7pp |
| Employer contribution / active EE | $1,863 | $5,299-64.9% | $4,831-61.4% | $4,840-61.5% |
| Participant deferral / active EE | $5,185 | $7,752-33.1% | $7,354-29.5% | $6,343-18.3% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |