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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,736 | $160,070-60.2% | $147,117-56.7% | $145,897-56.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.69% | 98.69%-85.0pp | 420.54%-406.8pp | 552.29%-538.6pp |
| Employer contribution / active EE | $12,246 | $5,285+131.7% | $4,932+148.3% | $4,663+162.6% |
| Participant deferral / active EE | $8,252 | $8,419-2.0% | $8,065+2.3% | $6,689+23.4% |
| Admin fee / account holder | $186 | $15,035-98.8% | $12,993-98.6% | $13,390-98.6% |