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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,988 | $105,158-84.8% | $94,672-83.1% | $139,487-88.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 41.77% | 38.11%+3.7pp | 156.89%-115.1pp | 373.84%-332.1pp |
| Employer contribution / active EE | $4,330 | $4,107+5.4% | $3,673+17.9% | $4,755-8.9% |
| Participant deferral / active EE | $7,298 | $7,599-4.0% | $7,417-1.6% | $6,713+8.7% |
| Admin fee / account holder | $21 | $8,972-99.8% | $7,222-99.7% | $11,407-99.8% |