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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,933 | $102,595-66.9% | $94,057-63.9% | $154,746-78.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 20.47% | 583.42%-562.9pp | 480.62%-460.2pp | 172.34%-151.9pp |
| Employer contribution / active EE | $5,300 | $3,147+68.4% | $2,933+80.7% | $4,379+21.0% |
| Participant deferral / active EE | $5,211 | $5,118+1.8% | $4,709+10.7% | $6,730-22.6% |
| Admin fee / account holder | $241 | $7,736-96.9% | $7,244-96.7% | $14,365-98.3% |