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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,945 | $217,432-80.2% | $185,851-76.9% | $167,553-74.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 109.36% | 148.43%-39.1pp | 122.11%-12.7pp | 478.89%-369.5pp |
| Employer contribution / active EE | $5,779 | $5,874-1.6% | $5,168+11.8% | $4,840+19.4% |
| Participant deferral / active EE | $11,955 | $6,357+88.1% | $5,569+114.7% | $6,343+88.5% |
| Admin fee / account holder | $8 | $19,820-100.0% | $16,245-100.0% | $12,316-99.9% |