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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,969 | $159,934-56.3% | $147,005-52.4% | $145,959-52.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.66% | 98.24%-86.6pp | 418.76%-407.1pp | 561.95%-550.3pp |
| Employer contribution / active EE | $13,515 | $5,287+155.6% | $4,934+173.9% | $4,661+190.0% |
| Participant deferral / active EE | $15,692 | $8,427+86.2% | $8,070+94.4% | $6,689+134.6% |
| Admin fee / account holder | $238 | $15,053-98.4% | $13,006-98.2% | $13,398-98.2% |