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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,014 | $217,432-67.3% | $185,849-61.8% | $167,536-57.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.32% | 148.42%-138.1pp | 122.10%-111.8pp | 478.82%-468.5pp |
| Employer contribution / active EE | $6,560 | $5,875+11.7% | $5,169+26.9% | $4,839+35.6% |
| Participant deferral / active EE | $5,857 | $6,357-7.9% | $5,569+5.2% | $6,342-7.6% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |