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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,569 | $160,040-62.2% | $147,096-58.8% | $145,877-58.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 32.47% | 98.49%-66.0pp | 419.75%-387.3pp | 551.28%-518.8pp |
| Employer contribution / active EE | $17,010 | $5,289+221.6% | $4,936+244.6% | $4,663+264.8% |
| Participant deferral / active EE | $14,501 | $8,429+72.0% | $8,071+79.7% | $6,691+116.7% |
| Admin fee / account holder | $67 | $15,050-99.6% | $13,005-99.5% | $13,402-99.5% |