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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,745 | $217,432-66.5% | $185,851-60.9% | $167,553-56.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.27% | 148.43%-128.2pp | 122.11%-101.8pp | 478.89%-458.6pp |
| Employer contribution / active EE | $10,448 | $5,874+77.8% | $5,168+102.1% | $4,840+115.9% |
| Participant deferral / active EE | $7,800 | $6,357+22.7% | $5,569+40.1% | $6,343+23.0% |
| Admin fee / account holder | $16 | $19,820-99.9% | $16,245-99.9% | $12,316-99.9% |