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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,032 | $159,934-56.8% | $147,005-53.0% | $145,959-52.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.45% | 98.24%-86.8pp | 418.76%-407.3pp | 561.95%-550.5pp |
| Employer contribution / active EE | $6,943 | $5,287+31.3% | $4,934+40.7% | $4,661+49.0% |
| Participant deferral / active EE | $11,103 | $8,427+31.7% | $8,070+37.6% | $6,689+66.0% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |