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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,610 | $160,070-58.4% | $147,117-54.7% | $145,897-54.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.02% | 98.69%-83.7pp | 420.54%-405.5pp | 552.29%-537.3pp |
| Employer contribution / active EE | $4,800 | $5,285-9.2% | $4,932-2.7% | $4,663+2.9% |
| Participant deferral / active EE | $18,300 | $8,419+117.4% | $8,065+126.9% | $6,689+173.6% |
| Admin fee / account holder | $84 | $15,035-99.4% | $12,993-99.4% | $13,390-99.4% |