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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,163 | $217,432-77.4% | $185,851-73.5% | $167,553-70.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.06% | 148.43%-133.4pp | 122.11%-107.0pp | 478.89%-463.8pp |
| Employer contribution / active EE | $7,223 | $5,874+22.9% | $5,168+39.7% | $4,840+49.2% |
| Participant deferral / active EE | $13,850 | $6,357+117.9% | $5,569+148.7% | $6,343+118.4% |
| Admin fee / account holder | $89 | $19,820-99.6% | $16,245-99.5% | $12,316-99.3% |