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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,065 | $175,259-73.1% | $149,723-68.6% | $139,487-66.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.58% | 166.82%-154.2pp | 134.50%-121.9pp | 373.84%-361.3pp |
| Employer contribution / active EE | $9,687 | $5,478+76.8% | $4,821+100.9% | $4,755+103.7% |
| Participant deferral / active EE | $7,717 | $6,522+18.3% | $5,682+35.8% | $6,713+15.0% |
| Admin fee / account holder | $227 | $16,158-98.6% | $13,215-98.3% | $11,407-98.0% |