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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,514 | $176,077-64.5% | $159,455-60.8% | $167,518-62.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.24% | 331.83%-314.6pp | 263.63%-246.4pp | 478.71%-461.5pp |
| Employer contribution / active EE | $10,972 | $5,298+107.1% | $4,830+127.2% | $4,838+126.8% |
| Participant deferral / active EE | $10,096 | $7,751+30.2% | $7,353+37.3% | $6,342+59.2% |
| Admin fee / account holder | $208 | $12,556-98.3% | $10,800-98.1% | $12,312-98.3% |