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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,283 | $217,432-72.3% | $185,849-67.6% | $167,536-64.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.21% | 148.42%-133.2pp | 122.10%-106.9pp | 478.82%-463.6pp |
| Employer contribution / active EE | $10,715 | $5,875+82.4% | $5,169+107.3% | $4,839+121.4% |
| Participant deferral / active EE | $7,092 | $6,357+11.6% | $5,569+27.4% | $6,342+11.8% |
| Admin fee / account holder | $228 | $19,818-98.9% | $16,244-98.6% | $12,315-98.1% |