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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,053 | $175,259-71.4% | $149,723-66.6% | $139,487-64.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 25.42% | 166.82%-141.4pp | 134.50%-109.1pp | 373.84%-348.4pp |
| Employer contribution / active EE | $3,878 | $5,478-29.2% | $4,821-19.6% | $4,755-18.4% |
| Participant deferral / active EE | $9,557 | $6,522+46.5% | $5,682+68.2% | $6,713+42.4% |
| Admin fee / account holder | $160 | $16,158-99.0% | $13,215-98.8% | $11,407-98.6% |