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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,963 | $160,070-73.8% | $147,117-71.5% | $145,897-71.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.77% | 98.69%-75.9pp | 420.54%-397.8pp | 552.29%-529.5pp |
| Employer contribution / active EE | $5,756 | $5,285+8.9% | $4,932+16.7% | $4,663+23.4% |
| Participant deferral / active EE | $6,258 | $8,419-25.7% | $8,065-22.4% | $6,689-6.5% |
| Admin fee / account holder | $257 | $15,035-98.3% | $12,993-98.0% | $13,390-98.1% |