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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,952 | $175,259-65.2% | $149,723-59.3% | $139,487-56.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.38% | 166.82%-154.4pp | 134.50%-122.1pp | 373.84%-361.5pp |
| Employer contribution / active EE | $2,456 | $5,478-55.2% | $4,821-49.1% | $4,755-48.4% |
| Participant deferral / active EE | $7,205 | $6,522+10.5% | $5,682+26.8% | $6,713+7.3% |
| Admin fee / account holder | $299 | $16,158-98.2% | $13,215-97.7% | $11,407-97.4% |