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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,952 | $217,432-70.6% | $185,851-65.6% | $167,553-61.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.58% | 148.43%-134.8pp | 122.11%-108.5pp | 478.89%-465.3pp |
| Employer contribution / active EE | $1,314 | $5,874-77.6% | $5,168-74.6% | $4,840-72.8% |
| Participant deferral / active EE | $15,567 | $6,357+144.9% | $5,569+179.5% | $6,343+145.4% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |