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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,918 | $198,461-68.3% | $170,436-63.1% | $147,585-57.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.05% | 257.30%-244.2pp | 205.94%-192.9pp | 578.57%-565.5pp |
| Employer contribution / active EE | $2,928 | $6,184-52.6% | $5,433-46.1% | $4,876-40.0% |
| Participant deferral / active EE | $10,363 | $5,629+84.1% | $4,939+109.8% | $5,439+90.5% |
| Admin fee / account holder | $166 | $16,852-99.0% | $13,880-98.8% | $10,885-98.5% |