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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,197 | $183,592-65.6% | $155,567-59.4% | $145,959-56.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 35.80% | 61.24%-25.4pp | 64.74%-28.9pp | 561.95%-526.2pp |
| Employer contribution / active EE | $6,054 | $5,315+13.9% | $4,674+29.5% | $4,661+29.9% |
| Participant deferral / active EE | $6,819 | $6,464+5.5% | $5,628+21.2% | $6,689+2.0% |
| Admin fee / account holder | $12 | $19,318-99.9% | $15,916-99.9% | $13,398-99.9% |