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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,591 | $175,257-64.3% | $149,717-58.2% | $139,456-55.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.44% | 166.70%-146.3pp | 134.41%-114.0pp | 373.45%-353.0pp |
| Employer contribution / active EE | $6,604 | $5,477+20.6% | $4,820+37.0% | $4,753+39.0% |
| Participant deferral / active EE | $4,339 | $6,521-33.5% | $5,682-23.6% | $6,711-35.3% |
| Admin fee / account holder | $66 | $16,156-99.6% | $13,213-99.5% | $11,407-99.4% |