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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,915 | $90,530-64.7% | $76,030-58.0% | $145,897-78.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.71% | 625.08%-610.4pp | 361.54%-346.8pp | 552.29%-537.6pp |
| Employer contribution / active EE | $3,893 | $3,319+17.3% | $2,688+44.8% | $4,663-16.5% |
| Participant deferral / active EE | $5,539 | $5,164+7.2% | $4,257+30.1% | $6,689-17.2% |
| Admin fee / account holder | $213 | $8,383-97.5% | $6,421-96.7% | $13,390-98.4% |