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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,199 | $175,259-86.2% | $149,723-83.8% | $139,487-82.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 26.45% | 166.82%-140.4pp | 134.50%-108.0pp | 373.84%-347.4pp |
| Employer contribution / active EE | $8,672 | $5,478+58.3% | $4,821+79.9% | $4,755+82.4% |
| Participant deferral / active EE | $8,657 | $6,522+32.7% | $5,682+52.3% | $6,713+29.0% |
| Admin fee / account holder | $235 | $16,158-98.5% | $13,215-98.2% | $11,407-97.9% |