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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,415 | $175,257-62.7% | $149,717-56.3% | $139,456-53.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.61% | 166.70%-143.1pp | 134.41%-110.8pp | 373.45%-349.8pp |
| Employer contribution / active EE | $11,197 | $5,477+104.5% | $4,820+132.3% | $4,753+135.6% |
| Participant deferral / active EE | $8,181 | $6,521+25.5% | $5,682+44.0% | $6,711+21.9% |
| Admin fee / account holder | $127 | $16,156-99.2% | $13,213-99.0% | $11,407-98.9% |