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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,271 | $176,077-76.6% | $159,455-74.1% | $167,518-75.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.75% | 331.83%-315.1pp | 263.63%-246.9pp | 478.71%-462.0pp |
| Employer contribution / active EE | $2,679 | $5,298-49.4% | $4,830-44.5% | $4,838-44.6% |
| Participant deferral / active EE | $7,612 | $7,751-1.8% | $7,353+3.5% | $6,342+20.0% |
| Admin fee / account holder | $89 | $12,556-99.3% | $10,800-99.2% | $12,312-99.3% |