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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,065 | $175,212-73.1% | $149,682-68.6% | $139,427-66.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.58% | 166.63%-154.0pp | 134.35%-121.8pp | 373.27%-360.7pp |
| Employer contribution / active EE | $9,687 | $5,475+76.9% | $4,818+101.0% | $4,752+103.9% |
| Participant deferral / active EE | $7,717 | $6,520+18.4% | $5,681+35.8% | $6,711+15.0% |
| Admin fee / account holder | $227 | $16,150-98.6% | $13,210-98.3% | $11,404-98.0% |