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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,137 | $160,040-68.7% | $147,096-65.9% | $145,877-65.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.75% | 98.49%-87.7pp | 419.75%-409.0pp | 551.28%-540.5pp |
| Employer contribution / active EE | $6,995 | $5,289+32.2% | $4,936+41.7% | $4,663+50.0% |
| Participant deferral / active EE | $5,515 | $8,429-34.6% | $8,071-31.7% | $6,691-17.6% |
| Admin fee / account holder | $269 | $15,050-98.2% | $13,005-97.9% | $13,402-98.0% |