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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,875 | $176,077-77.4% | $159,455-75.0% | $167,518-76.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 144.46% | 331.83%-187.4pp | 263.63%-119.2pp | 478.71%-334.2pp |
| Employer contribution / active EE | $1,875 | $5,298-64.6% | $4,830-61.2% | $4,838-61.2% |
| Participant deferral / active EE | $6,332 | $7,751-18.3% | $7,353-13.9% | $6,342-0.2% |
| Admin fee / account holder | $235 | $12,556-98.1% | $10,800-97.8% | $12,312-98.1% |