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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,356 | $160,070-51.0% | $147,117-46.7% | $145,897-46.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.77% | 98.69%-79.9pp | 420.54%-401.8pp | 552.29%-533.5pp |
| Employer contribution / active EE | $12,192 | $5,285+130.7% | $4,932+147.2% | $4,663+161.5% |
| Participant deferral / active EE | $15,095 | $8,419+79.3% | $8,065+87.2% | $6,689+125.7% |
| Admin fee / account holder | $114 | $15,035-99.2% | $12,993-99.1% | $13,390-99.2% |