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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,654 | $217,427-76.7% | $185,837-72.7% | $167,518-69.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.67% | 148.39%-134.7pp | 122.08%-108.4pp | 478.71%-465.0pp |
| Employer contribution / active EE | $3,550 | $5,874-39.6% | $5,168-31.3% | $4,838-26.6% |
| Participant deferral / active EE | $8,125 | $6,357+27.8% | $5,568+45.9% | $6,342+28.1% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |