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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,443 | $160,040-68.5% | $147,096-65.7% | $145,877-65.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.74% | 98.49%-73.8pp | 419.75%-395.0pp | 551.28%-526.5pp |
| Employer contribution / active EE | $6,376 | $5,289+20.5% | $4,936+29.2% | $4,663+36.7% |
| Participant deferral / active EE | $29,150 | $8,429+245.8% | $8,071+261.2% | $6,691+335.7% |
| Admin fee / account holder | $100 | $15,050-99.3% | $13,005-99.2% | $13,402-99.3% |