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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,290 | $175,259-83.9% | $149,723-81.1% | $139,487-79.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.16% | 166.82%-145.7pp | 134.50%-113.3pp | 373.84%-352.7pp |
| Employer contribution / active EE | $3,144 | $5,478-42.6% | $4,821-34.8% | $4,755-33.9% |
| Participant deferral / active EE | $6,954 | $6,522+6.6% | $5,682+22.4% | $6,713+3.6% |
| Admin fee / account holder | $60 | $16,158-99.6% | $13,215-99.5% | $11,407-99.5% |