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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,450 | $176,077-84.4% | $159,455-82.8% | $167,518-83.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.64% | 331.83%-312.2pp | 263.63%-244.0pp | 478.71%-459.1pp |
| Employer contribution / active EE | $6,881 | $5,298+29.9% | $4,830+42.4% | $4,838+42.2% |
| Participant deferral / active EE | $9,821 | $7,751+26.7% | $7,353+33.6% | $6,342+54.9% |
| Admin fee / account holder | $91 | $12,556-99.3% | $10,800-99.2% | $12,312-99.3% |