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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,933 | $160,040-66.9% | $147,096-64.0% | $145,877-63.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 85.82% | 98.49%-12.7pp | 419.75%-333.9pp | 551.28%-465.5pp |
| Employer contribution / active EE | $4,405 | $5,289-16.7% | $4,936-10.8% | $4,663-5.5% |
| Participant deferral / active EE | $6,521 | $8,429-22.6% | $8,071-19.2% | $6,691-2.5% |
| Admin fee / account holder | $70 | $15,050-99.5% | $13,005-99.5% | $13,402-99.5% |