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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,116 | $175,257-82.2% | $149,717-79.2% | $139,456-77.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.54% | 166.70%-143.2pp | 134.41%-110.9pp | 373.45%-349.9pp |
| Employer contribution / active EE | $5,685 | $5,477+3.8% | $4,820+18.0% | $4,753+19.6% |
| Participant deferral / active EE | $6,345 | $6,521-2.7% | $5,682+11.7% | $6,711-5.5% |
| Admin fee / account holder | $44 | $16,156-99.7% | $13,213-99.7% | $11,407-99.6% |