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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,589 | $217,432-69.8% | $185,849-64.7% | $167,536-60.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.58% | 148.42%-130.8pp | 122.10%-104.5pp | 478.82%-461.2pp |
| Employer contribution / active EE | $3,894 | $5,875-33.7% | $5,169-24.7% | $4,839-19.5% |
| Participant deferral / active EE | $6,500 | $6,357+2.2% | $5,569+16.7% | $6,342+2.5% |
| Admin fee / account holder | $20 | $19,818-99.9% | $16,244-99.9% | $12,315-99.8% |