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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,612 | $217,432-67.5% | $185,851-62.0% | $167,553-57.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.97% | 148.43%-134.5pp | 122.11%-108.1pp | 478.89%-464.9pp |
| Employer contribution / active EE | $2,704 | $5,874-54.0% | $5,168-47.7% | $4,840-44.1% |
| Participant deferral / active EE | $2,704 | $6,357-57.5% | $5,569-51.4% | $6,343-57.4% |
| Admin fee / account holder | $120 | $19,820-99.4% | $16,245-99.3% | $12,316-99.0% |