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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,754 | $217,432-80.3% | $185,849-77.0% | $167,536-74.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.81% | 148.42%-131.6pp | 122.10%-105.3pp | 478.82%-462.0pp |
| Employer contribution / active EE | $4,047 | $5,875-31.1% | $5,169-21.7% | $4,839-16.4% |
| Participant deferral / active EE | $8,243 | $6,357+29.7% | $5,569+48.0% | $6,342+30.0% |
| Admin fee / account holder | $287 | $19,818-98.6% | $16,244-98.2% | $12,315-97.7% |