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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,019 | $175,259-83.4% | $149,723-80.6% | $139,487-79.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.28% | 166.82%-148.5pp | 134.50%-116.2pp | 373.84%-355.6pp |
| Employer contribution / active EE | $6,672 | $5,478+21.8% | $4,821+38.4% | $4,755+40.3% |
| Participant deferral / active EE | $6,500 | $6,522-0.3% | $5,682+14.4% | $6,713-3.2% |
| Admin fee / account holder | $279 | $16,158-98.3% | $13,215-97.9% | $11,407-97.6% |