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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,192 | $217,432-84.3% | $185,849-81.6% | $167,536-79.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.08% | 148.42%-133.3pp | 122.10%-107.0pp | 478.82%-463.7pp |
| Employer contribution / active EE | $4,407 | $5,875-25.0% | $5,169-14.7% | $4,839-8.9% |
| Participant deferral / active EE | $3,598 | $6,357-43.4% | $5,569-35.4% | $6,342-43.3% |
| Admin fee / account holder | $22 | $19,818-99.9% | $16,244-99.9% | $12,315-99.8% |