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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,548 | $175,231-82.6% | $149,696-79.6% | $139,466-78.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.49% | 166.77%-150.3pp | 134.46%-118.0pp | 373.66%-357.2pp |
| Employer contribution / active EE | $3,439 | $5,478-37.2% | $4,821-28.7% | $4,754-27.7% |
| Participant deferral / active EE | $3,439 | $6,521-47.3% | $5,682-39.5% | $6,712-48.8% |
| Admin fee / account holder | $144 | $16,155-99.1% | $13,212-98.9% | $11,409-98.7% |