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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,874 | $217,432-74.8% | $185,849-70.5% | $167,536-67.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 34.15% | 148.42%-114.3pp | 122.10%-87.9pp | 478.82%-444.7pp |
| Employer contribution / active EE | $2,299 | $5,875-60.9% | $5,169-55.5% | $4,839-52.5% |
| Participant deferral / active EE | $7,231 | $6,357+13.7% | $5,569+29.8% | $6,342+14.0% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |