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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,163 | $138,076-65.8% | $123,553-61.8% | $135,380-65.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 7.89% | 153.70%-145.8pp | 119.21%-111.3pp | 519.81%-511.9pp |
| Employer contribution / active EE | $5,708 | $5,152+10.8% | $4,628+23.3% | $4,779+19.4% |
| Participant deferral / active EE | $18,249 | $6,800+168.4% | $6,426+184.0% | $5,609+225.4% |
| Admin fee / account holder | $146 | $10,917-98.7% | $9,284-98.4% | $10,828-98.7% |