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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,747 | $209,422-80.1% | $178,503-76.6% | $158,982-73.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.52% | 188.81%-175.3pp | 151.12%-137.6pp | 302.99%-289.5pp |
| Employer contribution / active EE | $3,924 | $5,707-31.2% | $5,011-21.7% | $4,763-17.6% |
| Participant deferral / active EE | $2,070 | $5,955-65.2% | $5,202-60.2% | $5,983-65.4% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |