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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,366 | $217,432-78.2% | $185,849-74.5% | $167,536-71.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.50% | 148.42%-136.9pp | 122.10%-110.6pp | 478.82%-467.3pp |
| Employer contribution / active EE | $6,104 | $5,875+3.9% | $5,169+18.1% | $4,839+26.1% |
| Participant deferral / active EE | $4,872 | $6,357-23.4% | $5,569-12.5% | $6,342-23.2% |
| Admin fee / account holder | $167 | $19,818-99.2% | $16,244-99.0% | $12,315-98.6% |