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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,584 | $227,633-82.6% | $189,597-79.1% | $167,553-76.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 13.99% | 78.45%-64.5pp | 64.20%-50.2pp | 478.89%-464.9pp |
| Employer contribution / active EE | $3,024 | $5,317-43.1% | $4,412-31.5% | $4,840-37.5% |
| Participant deferral / active EE | $8,619 | $7,003+23.1% | $6,174+39.6% | $6,343+35.9% |
| Admin fee / account holder | $0 | $11,879-100.0% | $9,807-100.0% | $12,316-100.0% |