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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,333 | $175,259-53.0% | $149,723-45.0% | $139,487-41.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.46% | 166.82%-150.4pp | 134.50%-118.0pp | 373.84%-357.4pp |
| Employer contribution / active EE | $5,339 | $5,478-2.5% | $4,821+10.7% | $4,755+12.3% |
| Participant deferral / active EE | $8,160 | $6,522+25.1% | $5,682+43.6% | $6,713+21.6% |
| Admin fee / account holder | $20 | $16,158-99.9% | $13,215-99.8% | $11,407-99.8% |