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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,573 | $176,077-74.7% | $159,455-72.0% | $167,518-73.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.04% | 331.83%-318.8pp | 263.63%-250.6pp | 478.71%-465.7pp |
| Employer contribution / active EE | $2,778 | $5,298-47.6% | $4,830-42.5% | $4,838-42.6% |
| Participant deferral / active EE | $8,258 | $7,751+6.5% | $7,353+12.3% | $6,342+30.2% |
| Admin fee / account holder | $281 | $12,556-97.8% | $10,800-97.4% | $12,312-97.7% |