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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,827 | $217,432-81.7% | $185,849-78.6% | $167,536-76.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.97% | 148.42%-131.4pp | 122.10%-105.1pp | 478.82%-461.8pp |
| Employer contribution / active EE | $6,348 | $5,875+8.1% | $5,169+22.8% | $4,839+31.2% |
| Participant deferral / active EE | $5,265 | $6,357-17.2% | $5,569-5.5% | $6,342-17.0% |
| Admin fee / account holder | $20 | $19,818-99.9% | $16,244-99.9% | $12,315-99.8% |