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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,445 | $160,070-77.2% | $147,117-75.2% | $145,897-75.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.26% | 98.69%-80.4pp | 420.54%-402.3pp | 552.29%-534.0pp |
| Employer contribution / active EE | $8,311 | $5,285+57.3% | $4,932+68.5% | $4,663+78.2% |
| Participant deferral / active EE | $5,858 | $8,419-30.4% | $8,065-27.4% | $6,689-12.4% |
| Admin fee / account holder | $138 | $15,035-99.1% | $12,993-98.9% | $13,390-99.0% |