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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,055 | $184,000-71.2% | $162,185-67.3% | $152,909-65.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 23.54% | 150.80%-127.3pp | 115.61%-92.1pp | 345.46%-321.9pp |
| Employer contribution / active EE | $2,200 | $6,370-65.5% | $5,613-60.8% | $4,764-53.8% |
| Participant deferral / active EE | $4,619 | $8,033-42.5% | $7,297-36.7% | $5,851-21.1% |
| Admin fee / account holder | $76 | $13,124-99.4% | $10,844-99.3% | $11,601-99.3% |