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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,436 | $160,028-60.4% | $147,080-56.9% | $145,884-56.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.07% | 98.60%-86.5pp | 420.17%-408.1pp | 551.85%-539.8pp |
| Employer contribution / active EE | $5,515 | $5,286+4.3% | $4,933+11.8% | $4,662+18.3% |
| Participant deferral / active EE | $15,333 | $8,422+82.1% | $8,066+90.1% | $6,690+129.2% |
| Admin fee / account holder | $240 | $15,030-98.4% | $12,989-98.2% | $13,392-98.2% |