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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,826 | $217,432-86.3% | $185,851-84.0% | $167,553-82.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.17% | 148.43%-134.3pp | 122.11%-107.9pp | 478.89%-464.7pp |
| Employer contribution / active EE | $5,531 | $5,874-5.8% | $5,168+7.0% | $4,840+14.3% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |