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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,527 | $175,259-86.0% | $149,723-83.6% | $139,487-82.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 33.69% | 166.82%-133.1pp | 134.50%-100.8pp | 373.84%-340.2pp |
| Employer contribution / active EE | $8,597 | $5,478+56.9% | $4,821+78.3% | $4,755+80.8% |
| Participant deferral / active EE | $9,322 | $6,522+42.9% | $5,682+64.0% | $6,713+38.9% |
| Admin fee / account holder | $183 | $16,158-98.9% | $13,215-98.6% | $11,407-98.4% |