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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,887 | $217,432-84.0% | $185,849-81.2% | $167,536-79.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.35% | 148.42%-132.1pp | 122.10%-105.7pp | 478.82%-462.5pp |
| Employer contribution / active EE | $6,293 | $5,875+7.1% | $5,169+21.7% | $4,839+30.0% |
| Participant deferral / active EE | $2,786 | $6,357-56.2% | $5,569-50.0% | $6,342-56.1% |
| Admin fee / account holder | $126 | $19,818-99.4% | $16,244-99.2% | $12,315-99.0% |