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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,818 | $160,070-60.8% | $147,117-57.3% | $145,897-56.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.79% | 98.69%-86.9pp | 420.54%-408.7pp | 552.29%-540.5pp |
| Employer contribution / active EE | $8,124 | $5,285+53.7% | $4,932+64.7% | $4,663+74.2% |
| Participant deferral / active EE | $11,240 | $8,419+33.5% | $8,065+39.4% | $6,689+68.0% |
| Admin fee / account holder | $52 | $15,035-99.7% | $12,993-99.6% | $13,390-99.6% |