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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,664 | $175,231-67.1% | $149,696-61.5% | $139,466-58.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.15% | 166.77%-146.6pp | 134.46%-114.3pp | 373.66%-353.5pp |
| Employer contribution / active EE | $5,692 | $5,478+3.9% | $4,821+18.1% | $4,754+19.7% |
| Participant deferral / active EE | $5,409 | $6,521-17.1% | $5,682-4.8% | $6,712-19.4% |
| Admin fee / account holder | $60 | $16,155-99.6% | $13,212-99.5% | $11,409-99.5% |