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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,009 | $217,432-74.2% | $185,849-69.9% | $167,536-66.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.92% | 148.42%-138.5pp | 122.10%-112.2pp | 478.82%-468.9pp |
| Employer contribution / active EE | $5,909 | $5,875+0.6% | $5,169+14.3% | $4,839+22.1% |
| Participant deferral / active EE | $2,456 | $6,357-61.4% | $5,569-55.9% | $6,342-61.3% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |