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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,255 | $198,457-72.2% | $170,435-67.6% | $147,586-62.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.81% | 257.30%-245.5pp | 205.94%-194.1pp | 578.59%-566.8pp |
| Employer contribution / active EE | $7,062 | $6,183+14.2% | $5,432+30.0% | $4,876+44.8% |
| Participant deferral / active EE | $4,497 | $5,629-20.1% | $4,939-9.0% | $5,439-17.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |