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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,248 | $157,296-78.9% | $141,191-76.5% | $152,897-78.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 55.60% | 64.34%-8.7pp | 71.41%-15.8pp | 345.43%-289.8pp |
| Employer contribution / active EE | $5,374 | $5,262+2.1% | $4,736+13.5% | $4,764+12.8% |
| Participant deferral / active EE | $7,299 | $7,111+2.7% | $6,710+8.8% | $5,851+24.8% |
| Admin fee / account holder | $56 | $12,125-99.5% | $10,264-99.5% | $11,599-99.5% |