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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,211 | $217,432-85.2% | $185,851-82.7% | $167,553-80.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.86% | 148.43%-137.6pp | 122.11%-111.2pp | 478.89%-468.0pp |
| Employer contribution / active EE | $9,275 | $5,874+57.9% | $5,168+79.4% | $4,840+91.6% |
| Participant deferral / active EE | $10,214 | $6,357+60.7% | $5,569+83.4% | $6,343+61.0% |
| Admin fee / account holder | $91 | $19,820-99.5% | $16,245-99.4% | $12,316-99.3% |