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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,265 | $160,040-58.0% | $147,096-54.3% | $145,877-53.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.48% | 98.49%-85.0pp | 419.75%-406.3pp | 551.28%-537.8pp |
| Employer contribution / active EE | $5,442 | $5,289+2.9% | $4,936+10.3% | $4,663+16.7% |
| Participant deferral / active EE | $5,442 | $8,429-35.4% | $8,071-32.6% | $6,691-18.7% |
| Admin fee / account holder | $18 | $15,050-99.9% | $13,005-99.9% | $13,402-99.9% |