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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,343 | $175,231-79.8% | $149,696-76.4% | $139,466-74.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.48% | 166.77%-145.3pp | 134.46%-113.0pp | 373.66%-352.2pp |
| Employer contribution / active EE | $6,844 | $5,478+24.9% | $4,821+42.0% | $4,754+44.0% |
| Participant deferral / active EE | $12,615 | $6,521+93.4% | $5,682+122.0% | $6,712+87.9% |
| Admin fee / account holder | $91 | $16,155-99.4% | $13,212-99.3% | $11,409-99.2% |