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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,981 | $176,120-72.2% | $159,487-69.3% | $167,553-70.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.24% | 331.95%-319.7pp | 263.71%-251.5pp | 478.89%-466.7pp |
| Employer contribution / active EE | $7,915 | $5,299+49.4% | $4,831+63.8% | $4,840+63.5% |
| Participant deferral / active EE | $9,661 | $7,752+24.6% | $7,354+31.4% | $6,343+52.3% |
| Admin fee / account holder | $62 | $12,561-99.5% | $10,804-99.4% | $12,316-99.5% |