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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,387 | $176,105-81.6% | $159,474-79.7% | $167,536-80.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 26.25% | 331.91%-305.7pp | 263.68%-237.4pp | 478.82%-452.6pp |
| Employer contribution / active EE | $2,675 | $5,299-49.5% | $4,831-44.6% | $4,839-44.7% |
| Participant deferral / active EE | $8,404 | $7,751+8.4% | $7,353+14.3% | $6,342+32.5% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |