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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,804 | $175,231-77.9% | $149,696-74.1% | $139,466-72.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.06% | 166.77%-154.7pp | 134.46%-122.4pp | 373.66%-361.6pp |
| Employer contribution / active EE | $6,030 | $5,478+10.1% | $4,821+25.1% | $4,754+26.8% |
| Participant deferral / active EE | $5,563 | $6,521-14.7% | $5,682-2.1% | $6,712-17.1% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |