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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,837 | $198,461-73.9% | $170,436-69.6% | $147,585-64.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.12% | 257.30%-243.2pp | 205.94%-191.8pp | 578.57%-564.4pp |
| Employer contribution / active EE | $5,480 | $6,184-11.4% | $5,433+0.9% | $4,876+12.4% |
| Participant deferral / active EE | $5,300 | $5,629-5.9% | $4,939+7.3% | $5,439-2.5% |
| Admin fee / account holder | $227 | $16,852-98.7% | $13,880-98.4% | $10,885-97.9% |