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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,643 | $183,592-64.8% | $155,567-58.4% | $145,959-55.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 29.68% | 61.24%-31.6pp | 64.74%-35.1pp | 561.95%-532.3pp |
| Employer contribution / active EE | $2,772 | $5,315-47.8% | $4,674-40.7% | $4,661-40.5% |
| Participant deferral / active EE | $2,507 | $6,464-61.2% | $5,628-55.5% | $6,689-62.5% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |