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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,902 | $175,231-88.6% | $149,696-86.7% | $139,466-85.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.43% | 166.77%-149.3pp | 134.46%-117.0pp | 373.66%-356.2pp |
| Employer contribution / active EE | $4,928 | $5,478-10.0% | $4,821+2.2% | $4,754+3.7% |
| Participant deferral / active EE | $3,560 | $6,521-45.4% | $5,682-37.3% | $6,712-47.0% |
| Admin fee / account holder | $162 | $16,155-99.0% | $13,212-98.8% | $11,409-98.6% |