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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,840 | $175,231-81.3% | $149,696-78.1% | $139,466-76.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.49% | 166.77%-151.3pp | 134.46%-119.0pp | 373.66%-358.2pp |
| Employer contribution / active EE | $1,227 | $5,478-77.6% | $4,821-74.5% | $4,754-74.2% |
| Participant deferral / active EE | $7,890 | $6,521+21.0% | $5,682+38.9% | $6,712+17.6% |
| Admin fee / account holder | $143 | $16,155-99.1% | $13,212-98.9% | $11,409-98.7% |