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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,060 | $125,237-52.0% | $105,608-43.1% | $145,877-58.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 22.36% | 225.76%-203.4pp | 116.50%-94.1pp | 551.28%-528.9pp |
| Employer contribution / active EE | $3,937 | $3,720+5.8% | $3,167+24.3% | $4,663-15.6% |
| Participant deferral / active EE | $15,818 | $5,711+177.0% | $5,010+215.7% | $6,691+136.4% |
| Admin fee / account holder | $18 | $17,287-99.9% | $11,028-99.8% | $13,402-99.9% |