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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,657 | $105,145-40.4% | $94,664-33.8% | $139,466-55.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 20.86% | 38.09%-17.2pp | 156.84%-136.0pp | 373.66%-352.8pp |
| Employer contribution / active EE | $5,305 | $4,107+29.2% | $3,673+44.4% | $4,754+11.6% |
| Participant deferral / active EE | $15,300 | $7,599+101.4% | $7,417+106.3% | $6,712+128.0% |
| Admin fee / account holder | $91 | $8,972-99.0% | $7,222-98.7% | $11,409-99.2% |