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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,888 | $175,231-68.1% | $149,696-62.7% | $139,466-59.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.53% | 166.77%-148.2pp | 134.46%-115.9pp | 373.66%-355.1pp |
| Employer contribution / active EE | $7,694 | $5,478+40.5% | $4,821+59.6% | $4,754+61.9% |
| Participant deferral / active EE | $7,109 | $6,521+9.0% | $5,682+25.1% | $6,712+5.9% |
| Admin fee / account holder | $286 | $16,155-98.2% | $13,212-97.8% | $11,409-97.5% |