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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,390 | $185,905-77.7% | $170,057-75.7% | $139,487-70.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 49.73% | 60.56%-10.8pp | 53.42%-3.7pp | 373.84%-324.1pp |
| Employer contribution / active EE | $17,611 | $7,597+131.8% | $6,790+159.3% | $4,755+270.4% |
| Participant deferral / active EE | $13,080 | $11,627+12.5% | $10,411+25.6% | $6,713+94.9% |
| Admin fee / account holder | $238 | $15,397-98.5% | $12,826-98.1% | $11,407-97.9% |