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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,315 | $176,120-83.9% | $159,487-82.2% | $167,553-83.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 33.24% | 331.95%-298.7pp | 263.71%-230.5pp | 478.89%-445.6pp |
| Employer contribution / active EE | $3,478 | $5,299-34.4% | $4,831-28.0% | $4,840-28.1% |
| Participant deferral / active EE | $4,221 | $7,752-45.6% | $7,354-42.6% | $6,343-33.5% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |