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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,800 | $217,432-84.5% | $185,849-81.8% | $167,536-79.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.89% | 148.42%-136.5pp | 122.10%-110.2pp | 478.82%-466.9pp |
| Employer contribution / active EE | $6,813 | $5,875+16.0% | $5,169+31.8% | $4,839+40.8% |
| Participant deferral / active EE | $7,800 | $6,357+22.7% | $5,569+40.1% | $6,342+23.0% |
| Admin fee / account holder | $260 | $19,818-98.7% | $16,244-98.4% | $12,315-97.9% |