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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,596 | $217,427-82.7% | $185,837-79.8% | $167,518-77.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 36.41% | 148.39%-112.0pp | 122.08%-85.7pp | 478.71%-442.3pp |
| Employer contribution / active EE | $5,394 | $5,874-8.2% | $5,168+4.4% | $4,838+11.5% |
| Participant deferral / active EE | $13,000 | $6,357+104.5% | $5,568+133.5% | $6,342+105.0% |
| Admin fee / account holder | $294 | $19,816-98.5% | $16,241-98.2% | $12,312-97.6% |