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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,662 | $217,432-81.3% | $185,849-78.1% | $167,536-75.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.44% | 148.42%-134.0pp | 122.10%-107.7pp | 478.82%-464.4pp |
| Employer contribution / active EE | $10,042 | $5,875+70.9% | $5,169+94.3% | $4,839+107.5% |
| Participant deferral / active EE | $7,758 | $6,357+22.0% | $5,569+39.3% | $6,342+22.3% |
| Admin fee / account holder | $135 | $19,818-99.3% | $16,244-99.2% | $12,315-98.9% |