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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,712 | $70,366-73.4% | $66,674-71.9% | $138,895-86.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 22.19% | 386.41%-364.2pp | 321.24%-299.1pp | 145.39%-123.2pp |
| Employer contribution / active EE | $3,492 | $2,765+26.3% | $2,620+33.3% | $4,194-16.8% |
| Participant deferral / active EE | $5,925 | $4,374+35.5% | $4,084+45.1% | $6,396-7.4% |
| Admin fee / account holder | $199 | $5,262-96.2% | $5,098-96.1% | $12,562-98.4% |