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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,385 | $160,040-62.3% | $147,096-58.9% | $145,877-58.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.58% | 98.49%-84.9pp | 419.75%-406.2pp | 551.28%-537.7pp |
| Employer contribution / active EE | $4,946 | $5,289-6.5% | $4,936+0.2% | $4,663+6.1% |
| Participant deferral / active EE | $31,756 | $8,429+276.8% | $8,071+293.5% | $6,691+374.6% |
| Admin fee / account holder | $226 | $15,050-98.5% | $13,005-98.3% | $13,402-98.3% |