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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,148 | $226,135-88.0% | $182,558-85.1% | $152,909-82.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 22.53% | 192.60%-170.1pp | 148.59%-126.1pp | 345.46%-322.9pp |
| Employer contribution / active EE | $7,441 | $4,979+49.4% | $4,076+82.5% | $4,764+56.2% |
| Participant deferral / active EE | $9,183 | $6,371+44.2% | $5,526+66.2% | $5,851+56.9% |
| Admin fee / account holder | $298 | $10,707-97.2% | $8,594-96.5% | $11,601-97.4% |