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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,650 | $175,231-64.8% | $149,696-58.8% | $139,466-55.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.92% | 166.77%-143.8pp | 134.46%-111.5pp | 373.66%-350.7pp |
| Employer contribution / active EE | $6,554 | $5,478+19.6% | $4,821+36.0% | $4,754+37.9% |
| Participant deferral / active EE | $2,581 | $6,521-60.4% | $5,682-54.6% | $6,712-61.5% |
| Admin fee / account holder | $201 | $16,155-98.8% | $13,212-98.5% | $11,409-98.2% |