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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,849 | $175,259-89.2% | $149,723-87.4% | $139,487-86.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 37.12% | 166.82%-129.7pp | 134.50%-97.4pp | 373.84%-336.7pp |
| Employer contribution / active EE | $6,319 | $5,478+15.3% | $4,821+31.1% | $4,755+32.9% |
| Participant deferral / active EE | $5,010 | $6,522-23.2% | $5,682-11.8% | $6,713-25.4% |
| Admin fee / account holder | $79 | $16,158-99.5% | $13,215-99.4% | $11,407-99.3% |