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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,112 | $217,432-74.7% | $185,851-70.3% | $167,553-67.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.95% | 148.43%-132.5pp | 122.11%-106.2pp | 478.89%-462.9pp |
| Employer contribution / active EE | $6,386 | $5,874+8.7% | $5,168+23.6% | $4,840+32.0% |
| Participant deferral / active EE | $5,895 | $6,357-7.3% | $5,569+5.9% | $6,343-7.1% |
| Admin fee / account holder | $295 | $19,820-98.5% | $16,245-98.2% | $12,316-97.6% |