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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,942 | $175,257-76.6% | $149,717-72.7% | $139,456-70.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 43.75% | 166.70%-122.9pp | 134.41%-90.7pp | 373.45%-329.7pp |
| Employer contribution / active EE | $2,546 | $5,477-53.5% | $4,820-47.2% | $4,753-46.4% |
| Participant deferral / active EE | $4,557 | $6,521-30.1% | $5,682-19.8% | $6,711-32.1% |
| Admin fee / account holder | $50 | $16,156-99.7% | $13,213-99.6% | $11,407-99.6% |