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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,176 | $160,028-76.1% | $147,080-74.0% | $145,884-73.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.85% | 98.60%-81.8pp | 420.17%-403.3pp | 551.85%-535.0pp |
| Employer contribution / active EE | $7,000 | $5,286+32.4% | $4,933+41.9% | $4,662+50.1% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |