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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,610 | $175,257-84.2% | $149,717-81.6% | $139,456-80.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 24.85% | 166.70%-141.9pp | 134.41%-109.6pp | 373.45%-348.6pp |
| Employer contribution / active EE | $1,508 | $5,477-72.5% | $4,820-68.7% | $4,753-68.3% |
| Participant deferral / active EE | $8,127 | $6,521+24.6% | $5,682+43.0% | $6,711+21.1% |
| Admin fee / account holder | $190 | $16,156-98.8% | $13,213-98.6% | $11,407-98.3% |