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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,645 | $67,823+11.5% | $52,425+44.3% | $137,256-44.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 18.80% | 219.11%-200.3pp | 302.12%-283.3pp | 220.34%-201.5pp |
| Employer contribution / active EE | $700 | $1,163-39.8% | $914-23.4% | $4,156-83.2% |
| Participant deferral / active EE | $3,467 | $2,288+51.5% | $1,790+93.6% | $6,407-45.9% |
| Admin fee / account holder | $20 | $2,844-99.3% | $2,495-99.2% | $12,270-99.8% |