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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,760 | $105,145-57.4% | $94,664-52.7% | $139,466-67.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 40.98% | 38.09%+2.9pp | 156.84%-115.9pp | 373.66%-332.7pp |
| Employer contribution / active EE | $5,950 | $4,107+44.9% | $3,673+62.0% | $4,754+25.2% |
| Participant deferral / active EE | $13,600 | $7,599+79.0% | $7,417+83.4% | $6,712+102.6% |
| Admin fee / account holder | $246 | $8,972-97.3% | $7,222-96.6% | $11,409-97.8% |