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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,503 | $134,817-77.4% | $123,973-75.4% | $155,188-80.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 15.17% | 515.49%-500.3pp | 388.13%-373.0pp | 148.84%-133.7pp |
| Employer contribution / active EE | $3,118 | $4,425-29.5% | $4,126-24.4% | $4,248-26.6% |
| Participant deferral / active EE | $3,872 | $5,706-32.2% | $5,247-26.2% | $6,531-40.7% |
| Admin fee / account holder | $223 | $13,245-98.3% | $11,799-98.1% | $14,480-98.5% |