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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,046 | $217,432-76.5% | $185,849-72.5% | $167,536-69.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 26.11% | 148.42%-122.3pp | 122.10%-96.0pp | 478.82%-452.7pp |
| Employer contribution / active EE | $5,666 | $5,875-3.6% | $5,169+9.6% | $4,839+17.1% |
| Participant deferral / active EE | $9,417 | $6,357+48.1% | $5,569+69.1% | $6,342+48.5% |
| Admin fee / account holder | $25 | $19,818-99.9% | $16,244-99.8% | $12,315-99.8% |