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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,968 | $175,231-58.4% | $149,696-51.3% | $139,466-47.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.53% | 166.77%-154.2pp | 134.46%-121.9pp | 373.66%-361.1pp |
| Employer contribution / active EE | $5,476 | $5,4780% | $4,821+13.6% | $4,754+15.2% |
| Participant deferral / active EE | $4,500 | $6,521-31.0% | $5,682-20.8% | $6,712-33.0% |
| Admin fee / account holder | $251 | $16,155-98.4% | $13,212-98.1% | $11,409-97.8% |