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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,689 | $209,422-83.9% | $178,503-81.1% | $158,982-78.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.74% | 188.81%-177.1pp | 151.12%-139.4pp | 302.99%-291.2pp |
| Employer contribution / active EE | $9,097 | $5,707+59.4% | $5,011+81.5% | $4,763+91.0% |
| Participant deferral / active EE | $4,630 | $5,955-22.3% | $5,202-11.0% | $5,983-22.6% |
| Admin fee / account holder | $112 | $17,079-99.3% | $13,987-99.2% | $11,252-99.0% |