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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,636 | $160,070-46.5% | $147,117-41.8% | $145,897-41.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.83% | 98.69%-86.9pp | 420.54%-408.7pp | 552.29%-540.5pp |
| Employer contribution / active EE | $5,471 | $5,285+3.5% | $4,932+10.9% | $4,663+17.3% |
| Participant deferral / active EE | $9,454 | $8,419+12.3% | $8,065+17.2% | $6,689+41.3% |
| Admin fee / account holder | $23 | $15,035-99.8% | $12,993-99.8% | $13,390-99.8% |