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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,818 | $160,040-60.7% | $147,096-57.3% | $145,877-56.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.79% | 98.49%-86.7pp | 419.75%-408.0pp | 551.28%-539.5pp |
| Employer contribution / active EE | $8,124 | $5,289+53.6% | $4,936+64.6% | $4,663+74.2% |
| Participant deferral / active EE | $11,240 | $8,429+33.4% | $8,071+39.3% | $6,691+68.0% |
| Admin fee / account holder | $52 | $15,050-99.7% | $13,005-99.6% | $13,402-99.6% |