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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,046 | $175,231-68.6% | $149,696-63.2% | $139,466-60.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.56% | 166.77%-147.2pp | 134.46%-114.9pp | 373.66%-354.1pp |
| Employer contribution / active EE | $9,955 | $5,478+81.7% | $4,821+106.5% | $4,754+109.4% |
| Participant deferral / active EE | $6,411 | $6,521-1.7% | $5,682+12.8% | $6,712-4.5% |
| Admin fee / account holder | $73 | $16,155-99.5% | $13,212-99.4% | $11,409-99.4% |