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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,978 | $107,363-70.2% | $92,909-65.6% | $152,897-79.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 29.65% | 145.63%-116.0pp | 109.44%-79.8pp | 345.43%-315.8pp |
| Employer contribution / active EE | $3,065 | $4,222-27.4% | $3,653-16.1% | $4,764-35.6% |
| Participant deferral / active EE | $5,599 | $4,848+15.5% | $4,238+32.1% | $5,851-4.3% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |