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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,817 | $138,075-59.6% | $123,552-54.8% | $135,379-58.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 25.07% | 153.70%-128.6pp | 119.20%-94.1pp | 519.79%-494.7pp |
| Employer contribution / active EE | $1,480 | $5,152-71.3% | $4,628-68.0% | $4,779-69.0% |
| Participant deferral / active EE | $5,550 | $6,800-18.4% | $6,426-13.6% | $5,609-1.1% |
| Admin fee / account holder | $229 | $10,917-97.9% | $9,285-97.5% | $10,828-97.9% |