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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,194 | $217,432-80.6% | $185,851-77.3% | $167,553-74.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.22% | 148.43%-137.2pp | 122.11%-110.9pp | 478.89%-467.7pp |
| Employer contribution / active EE | $3,750 | $5,874-36.2% | $5,168-27.4% | $4,840-22.5% |
| Participant deferral / active EE | $6,500 | $6,357+2.2% | $5,569+16.7% | $6,343+2.5% |
| Admin fee / account holder | $296 | $19,820-98.5% | $16,245-98.2% | $12,316-97.6% |