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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,009 | $209,428-84.2% | $178,498-81.5% | $158,950-79.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 28.58% | 188.78%-160.2pp | 151.09%-122.5pp | 302.91%-274.3pp |
| Employer contribution / active EE | $1,414 | $5,707-75.2% | $5,011-71.8% | $4,762-70.3% |
| Participant deferral / active EE | $5,625 | $5,955-5.5% | $5,202+8.1% | $5,983-6.0% |
| Admin fee / account holder | $0 | $17,077-100.0% | $13,985-100.0% | $11,248-100.0% |