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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,930 | $176,120-71.1% | $159,487-68.1% | $167,553-69.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.02% | 331.95%-316.9pp | 263.71%-248.7pp | 478.89%-463.9pp |
| Employer contribution / active EE | $6,287 | $5,299+18.6% | $4,831+30.1% | $4,840+29.9% |
| Participant deferral / active EE | $21,049 | $7,752+171.5% | $7,354+186.2% | $6,343+231.9% |
| Admin fee / account holder | $139 | $12,561-98.9% | $10,804-98.7% | $12,316-98.9% |