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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,173 | $175,259-83.9% | $149,723-81.2% | $139,487-79.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.27% | 166.82%-147.6pp | 134.50%-115.2pp | 373.84%-354.6pp |
| Employer contribution / active EE | $2,348 | $5,478-57.1% | $4,821-51.3% | $4,755-50.6% |
| Participant deferral / active EE | $7,817 | $6,522+19.9% | $5,682+37.6% | $6,713+16.4% |
| Admin fee / account holder | $255 | $16,158-98.4% | $13,215-98.1% | $11,407-97.8% |