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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,545 | $183,968-57.3% | $162,166-51.6% | $152,870-48.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 19.15% | 150.77%-131.6pp | 115.59%-96.4pp | 345.34%-326.2pp |
| Employer contribution / active EE | $8,670 | $6,371+36.1% | $5,614+54.4% | $4,763+82.0% |
| Participant deferral / active EE | $5,353 | $8,034-33.4% | $7,298-26.6% | $5,850-8.5% |
| Admin fee / account holder | $4 | $13,121-100.0% | $10,842-100.0% | $11,597-100.0% |