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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,818 | $159,934-60.7% | $147,005-57.3% | $145,959-57.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.79% | 98.24%-86.5pp | 418.76%-407.0pp | 561.95%-550.2pp |
| Employer contribution / active EE | $8,124 | $5,287+53.7% | $4,934+64.6% | $4,661+74.3% |
| Participant deferral / active EE | $11,240 | $8,427+33.4% | $8,070+39.3% | $6,689+68.0% |
| Admin fee / account holder | $52 | $15,053-99.7% | $13,006-99.6% | $13,398-99.6% |