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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,878 | $209,428-67.1% | $178,498-61.4% | $158,950-56.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.29% | 188.78%-169.5pp | 151.09%-131.8pp | 302.91%-283.6pp |
| Employer contribution / active EE | $4,550 | $5,707-20.3% | $5,011-9.2% | $4,762-4.5% |
| Participant deferral / active EE | $22,750 | $5,955+282.0% | $5,202+337.3% | $5,983+280.3% |
| Admin fee / account holder | $50 | $17,077-99.7% | $13,985-99.6% | $11,248-99.6% |