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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,925 | $176,105-78.5% | $159,474-76.2% | $167,536-77.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.98% | 331.91%-315.9pp | 263.68%-247.7pp | 478.82%-462.8pp |
| Employer contribution / active EE | $4,260 | $5,299-19.6% | $4,831-11.8% | $4,839-12.0% |
| Participant deferral / active EE | $16,361 | $7,751+111.1% | $7,353+122.5% | $6,342+158.0% |
| Admin fee / account holder | $244 | $12,559-98.1% | $10,802-97.7% | $12,315-98.0% |