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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,743 | $209,422-67.7% | $178,503-62.0% | $158,982-57.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.77% | 188.81%-167.0pp | 151.12%-129.3pp | 302.99%-281.2pp |
| Employer contribution / active EE | $3,464 | $5,707-39.3% | $5,011-30.9% | $4,763-27.3% |
| Participant deferral / active EE | $7,044 | $5,955+18.3% | $5,202+35.4% | $5,983+17.7% |
| Admin fee / account holder | $30 | $17,079-99.8% | $13,987-99.8% | $11,252-99.7% |