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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,894 | $209,425-70.9% | $178,499-65.9% | $158,966-61.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.51% | 188.80%-171.3pp | 151.10%-133.6pp | 302.95%-285.4pp |
| Employer contribution / active EE | $9,975 | $5,707+74.8% | $5,011+99.1% | $4,762+109.5% |
| Participant deferral / active EE | $19,500 | $5,955+227.5% | $5,202+274.8% | $5,983+225.9% |
| Admin fee / account holder | $260 | $17,078-98.5% | $13,986-98.1% | $11,250-97.7% |