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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,214 | $209,422-68.9% | $178,503-63.5% | $158,982-59.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.92% | 188.81%-166.9pp | 151.12%-129.2pp | 302.99%-281.1pp |
| Employer contribution / active EE | $7,517 | $5,707+31.7% | $5,011+50.0% | $4,763+57.8% |
| Participant deferral / active EE | $3,953 | $5,955-33.6% | $5,202-24.0% | $5,983-33.9% |
| Admin fee / account holder | $251 | $17,079-98.5% | $13,987-98.2% | $11,252-97.8% |