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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,984 | $209,422-77.1% | $178,503-73.1% | $158,982-69.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.29% | 188.81%-169.5pp | 151.12%-131.8pp | 302.99%-283.7pp |
| Employer contribution / active EE | $4,796 | $5,707-16.0% | $5,011-4.3% | $4,763+0.7% |
| Participant deferral / active EE | $8,023 | $5,955+34.7% | $5,202+54.2% | $5,983+34.1% |
| Admin fee / account holder | $161 | $17,079-99.1% | $13,987-98.9% | $11,252-98.6% |