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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,057 | $160,040-73.7% | $147,096-71.4% | $145,877-71.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.62% | 98.49%-74.9pp | 419.75%-396.1pp | 551.28%-527.7pp |
| Employer contribution / active EE | $5,765 | $5,289+9.0% | $4,936+16.8% | $4,663+23.6% |
| Participant deferral / active EE | $17,413 | $8,429+106.6% | $8,071+115.8% | $6,691+160.3% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |