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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,697 | $111,787-35.9% | $93,681-23.5% | $145,978-50.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.94% | 203.52%-190.6pp | 133.47%-120.5pp | 550.52%-537.6pp |
| Employer contribution / active EE | $4,773 | $3,093+54.3% | $2,422+97.0% | $4,662+2.4% |
| Participant deferral / active EE | $1,298 | $4,918-73.6% | $4,415-70.6% | $6,690-80.6% |
| Admin fee / account holder | $35 | $10,256-99.7% | $8,290-99.6% | $13,400-99.7% |