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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,677 | $217,432-68.0% | $185,849-62.5% | $167,536-58.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.95% | 148.42%-136.5pp | 122.10%-110.1pp | 478.82%-466.9pp |
| Employer contribution / active EE | $8,110 | $5,875+38.0% | $5,169+56.9% | $4,839+67.6% |
| Participant deferral / active EE | $12,683 | $6,357+99.5% | $5,569+127.7% | $6,342+100.0% |
| Admin fee / account holder | $35 | $19,818-99.8% | $16,244-99.8% | $12,315-99.7% |