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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,815 | $154,228-59.3% | $145,433-56.8% | $137,256-54.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 150.14% | 74.59%+75.5pp | 66.58%+83.6pp | 220.34%-70.2pp |
| Employer contribution / active EE | $2,996 | $4,804-37.6% | $4,554-34.2% | $4,156-27.9% |
| Participant deferral / active EE | $5,751 | $8,216-30.0% | $7,897-27.2% | $6,407-10.2% |
| Admin fee / account holder | $19 | $14,344-99.9% | $13,129-99.9% | $12,270-99.8% |