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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,070 | $160,040-55.6% | $147,096-51.7% | $145,877-51.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 93.00% | 98.49%-5.5pp | 419.75%-326.7pp | 551.28%-458.3pp |
| Employer contribution / active EE | $4,510 | $5,289-14.7% | $4,936-8.6% | $4,663-3.3% |
| Participant deferral / active EE | $10,972 | $8,429+30.2% | $8,071+35.9% | $6,691+64.0% |
| Admin fee / account holder | $41 | $15,050-99.7% | $13,005-99.7% | $13,402-99.7% |