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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,025 | $111,535-76.7% | $105,223-75.3% | $137,256-81.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 61.01% | 237.85%-176.8pp | 180.65%-119.6pp | 220.34%-159.3pp |
| Employer contribution / active EE | $5,479 | $3,939+39.1% | $3,689+48.5% | $4,156+31.8% |
| Participant deferral / active EE | $11,538 | $5,500+109.8% | $5,072+127.5% | $6,407+80.1% |
| Admin fee / account holder | $173 | $9,721-98.2% | $8,859-98.0% | $12,270-98.6% |