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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,837 | $175,231-77.8% | $149,696-74.1% | $139,466-72.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.98% | 166.77%-142.8pp | 134.46%-110.5pp | 373.66%-349.7pp |
| Employer contribution / active EE | $2,322 | $5,478-57.6% | $4,821-51.8% | $4,754-51.2% |
| Participant deferral / active EE | $8,232 | $6,521+26.2% | $5,682+44.9% | $6,712+22.6% |
| Admin fee / account holder | $22 | $16,155-99.9% | $13,212-99.8% | $11,409-99.8% |