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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,217 | $160,028-61.7% | $147,080-58.4% | $145,884-58.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 33.36% | 98.60%-65.2pp | 420.17%-386.8pp | 551.85%-518.5pp |
| Employer contribution / active EE | $5,780 | $5,286+9.4% | $4,933+17.2% | $4,662+24.0% |
| Participant deferral / active EE | $5,780 | $8,422-31.4% | $8,066-28.3% | $6,690-13.6% |
| Admin fee / account holder | $15 | $15,030-99.9% | $12,989-99.9% | $13,392-99.9% |