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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,838 | $81,696-21.9% | $70,494-9.4% | $158,982-59.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 15.18% | 208.70%-193.5pp | 109.16%-94.0pp | 302.99%-287.8pp |
| Employer contribution / active EE | $2,811 | $3,220-12.7% | $2,738+2.7% | $4,763-41.0% |
| Participant deferral / active EE | $2,600 | $4,558-43.0% | $3,711-29.9% | $5,983-56.5% |
| Admin fee / account holder | $0 | $6,200-100.0% | $3,848-100.0% | $11,252-100.0% |