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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,706 | $217,432-84.5% | $185,849-81.9% | $167,536-79.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.94% | 148.42%-127.5pp | 122.10%-101.2pp | 478.82%-457.9pp |
| Employer contribution / active EE | $2,138 | $5,875-63.6% | $5,169-58.6% | $4,839-55.8% |
| Participant deferral / active EE | $9,556 | $6,357+50.3% | $5,569+71.6% | $6,342+50.7% |
| Admin fee / account holder | $20 | $19,818-99.9% | $16,244-99.9% | $12,315-99.8% |