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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,420 | $175,231-76.4% | $149,696-72.3% | $139,466-70.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.42% | 166.77%-152.3pp | 134.46%-120.0pp | 373.66%-359.2pp |
| Employer contribution / active EE | $1,513 | $5,478-72.4% | $4,821-68.6% | $4,754-68.2% |
| Participant deferral / active EE | $9,000 | $6,521+38.0% | $5,682+58.4% | $6,712+34.1% |
| Admin fee / account holder | $278 | $16,155-98.3% | $13,212-97.9% | $11,409-97.6% |