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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,681 | $160,070-60.2% | $147,117-56.7% | $145,897-56.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.06% | 98.69%-84.6pp | 420.54%-406.5pp | 552.29%-538.2pp |
| Employer contribution / active EE | $14,707 | $5,285+178.3% | $4,932+198.2% | $4,663+215.4% |
| Participant deferral / active EE | $11,892 | $8,419+41.2% | $8,065+47.5% | $6,689+77.8% |
| Admin fee / account holder | $34 | $15,035-99.8% | $12,993-99.7% | $13,390-99.7% |