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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,102 | $175,259-68.6% | $149,723-63.2% | $139,487-60.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.45% | 166.82%-147.4pp | 134.50%-115.0pp | 373.84%-354.4pp |
| Employer contribution / active EE | $3,951 | $5,478-27.9% | $4,821-18.1% | $4,755-16.9% |
| Participant deferral / active EE | $15,314 | $6,522+134.8% | $5,682+169.5% | $6,713+128.1% |
| Admin fee / account holder | $104 | $16,158-99.4% | $13,215-99.2% | $11,407-99.1% |