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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,827 | $217,427-81.7% | $185,837-78.6% | $167,518-76.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.97% | 148.39%-131.4pp | 122.08%-105.1pp | 478.71%-461.7pp |
| Employer contribution / active EE | $6,348 | $5,874+8.1% | $5,168+22.8% | $4,838+31.2% |
| Participant deferral / active EE | $5,265 | $6,357-17.2% | $5,568-5.5% | $6,342-17.0% |
| Admin fee / account holder | $20 | $19,816-99.9% | $16,241-99.9% | $12,312-99.8% |