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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,721 | $202,342-79.9% | $172,753-76.4% | $152,909-73.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.03% | 1029.88%-1015.9pp | 803.00%-789.0pp | 345.46%-331.4pp |
| Employer contribution / active EE | $2,977 | $5,857-49.2% | $5,144-42.1% | $4,764-37.5% |
| Participant deferral / active EE | $8,333 | $5,948+40.1% | $5,198+60.3% | $5,851+42.4% |
| Admin fee / account holder | $233 | $17,112-98.6% | $13,956-98.3% | $11,601-98.0% |