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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,988 | $142,430-76.8% | $115,170-71.4% | $152,897-78.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 51.30% | 41.48%+9.8pp | 35.60%+15.7pp | 345.43%-294.1pp |
| Employer contribution / active EE | $14,234 | $4,011+254.9% | $3,179+347.7% | $4,764+198.8% |
| Participant deferral / active EE | $6,685 | $5,165+29.4% | $4,169+60.4% | $5,851+14.3% |
| Admin fee / account holder | $184 | $8,464-97.8% | $7,089-97.4% | $11,599-98.4% |