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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,470 | $175,231-69.5% | $149,696-64.3% | $139,466-61.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 29.01% | 166.77%-137.8pp | 134.46%-105.4pp | 373.66%-344.6pp |
| Employer contribution / active EE | $7,567 | $5,478+38.1% | $4,821+57.0% | $4,754+59.2% |
| Participant deferral / active EE | $6,973 | $6,521+6.9% | $5,682+22.7% | $6,712+3.9% |
| Admin fee / account holder | $284 | $16,155-98.2% | $13,212-97.9% | $11,409-97.5% |