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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,926 | $217,432-74.7% | $185,851-70.4% | $167,553-67.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.40% | 148.43%-133.0pp | 122.11%-106.7pp | 478.89%-463.5pp |
| Employer contribution / active EE | $7,144 | $5,874+21.6% | $5,168+38.2% | $4,840+47.6% |
| Participant deferral / active EE | $5,024 | $6,357-21.0% | $5,569-9.8% | $6,343-20.8% |
| Admin fee / account holder | $78 | $19,820-99.6% | $16,245-99.5% | $12,316-99.4% |