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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,245 | $160,040-59.9% | $147,096-56.3% | $145,877-56.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.37% | 98.49%-82.1pp | 419.75%-403.4pp | 551.28%-534.9pp |
| Employer contribution / active EE | $3,311 | $5,289-37.4% | $4,936-32.9% | $4,663-29.0% |
| Participant deferral / active EE | $5,023 | $8,429-40.4% | $8,071-37.8% | $6,691-24.9% |
| Admin fee / account holder | $150 | $15,050-99.0% | $13,005-98.8% | $13,402-98.9% |