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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,818 | $159,978-60.7% | $147,041-57.3% | $145,978-57.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.79% | 98.36%-86.6pp | 419.21%-407.4pp | 550.52%-538.7pp |
| Employer contribution / active EE | $8,124 | $5,288+53.6% | $4,935+64.6% | $4,662+74.3% |
| Participant deferral / active EE | $11,240 | $8,429+33.4% | $8,071+39.3% | $6,690+68.0% |
| Admin fee / account holder | $52 | $15,053-99.7% | $13,006-99.6% | $13,400-99.6% |