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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,667 | $226,135-82.5% | $182,558-78.3% | $152,909-74.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 18.44% | 192.60%-174.2pp | 148.59%-130.2pp | 345.46%-327.0pp |
| Employer contribution / active EE | $7,853 | $4,979+57.7% | $4,076+92.7% | $4,764+64.8% |
| Participant deferral / active EE | $8,121 | $6,371+27.5% | $5,526+47.0% | $5,851+38.8% |
| Admin fee / account holder | $208 | $10,707-98.1% | $8,594-97.6% | $11,601-98.2% |