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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,301 | $160,040-45.5% | $147,096-40.7% | $145,877-40.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.33% | 98.49%-77.2pp | 419.75%-398.4pp | 551.28%-530.0pp |
| Employer contribution / active EE | $12,581 | $5,289+137.8% | $4,936+154.9% | $4,663+169.8% |
| Participant deferral / active EE | $6,367 | $8,429-24.5% | $8,071-21.1% | $6,691-4.8% |
| Admin fee / account holder | $51 | $15,050-99.7% | $13,005-99.6% | $13,402-99.6% |