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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,942 | $217,432-86.7% | $185,849-84.4% | $167,536-82.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.54% | 148.42%-130.9pp | 122.10%-104.6pp | 478.82%-461.3pp |
| Employer contribution / active EE | $7,683 | $5,875+30.8% | $5,169+48.7% | $4,839+58.8% |
| Participant deferral / active EE | $15,633 | $6,357+145.9% | $5,569+180.7% | $6,342+146.5% |
| Admin fee / account holder | $188 | $19,818-99.1% | $16,244-98.8% | $12,315-98.5% |