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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,947 | $198,457-73.3% | $170,435-68.9% | $147,586-64.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.86% | 257.30%-242.4pp | 205.94%-191.1pp | 578.59%-563.7pp |
| Employer contribution / active EE | $4,571 | $6,183-26.1% | $5,432-15.8% | $4,876-6.3% |
| Participant deferral / active EE | $6,193 | $5,629+10.0% | $4,939+25.4% | $5,439+13.9% |
| Admin fee / account holder | $94 | $16,852-99.4% | $13,881-99.3% | $10,886-99.1% |