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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,135 | $176,120-86.3% | $159,487-84.9% | $167,553-85.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 26.54% | 331.95%-305.4pp | 263.71%-237.2pp | 478.89%-452.3pp |
| Employer contribution / active EE | $3,648 | $5,299-31.2% | $4,831-24.5% | $4,840-24.6% |
| Participant deferral / active EE | $11,123 | $7,752+43.5% | $7,354+51.3% | $6,343+75.4% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |