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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,428 | $176,105-87.8% | $159,474-86.6% | $167,536-87.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 39.37% | 331.91%-292.5pp | 263.68%-224.3pp | 478.82%-439.5pp |
| Employer contribution / active EE | $1,675 | $5,299-68.4% | $4,831-65.3% | $4,839-65.4% |
| Participant deferral / active EE | $9,975 | $7,751+28.7% | $7,353+35.7% | $6,342+57.3% |
| Admin fee / account holder | $143 | $12,559-98.9% | $10,802-98.7% | $12,315-98.8% |