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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,484 | $217,432-74.0% | $185,849-69.6% | $167,536-66.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.99% | 148.42%-134.4pp | 122.10%-108.1pp | 478.82%-464.8pp |
| Employer contribution / active EE | $7,408 | $5,875+26.1% | $5,169+43.3% | $4,839+53.1% |
| Participant deferral / active EE | $4,035 | $6,357-36.5% | $5,569-27.5% | $6,342-36.4% |
| Admin fee / account holder | $252 | $19,818-98.7% | $16,244-98.4% | $12,315-98.0% |