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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,356 | $175,231-75.8% | $149,696-71.7% | $139,466-69.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 27.00% | 166.77%-139.8pp | 134.46%-107.5pp | 373.66%-346.7pp |
| Employer contribution / active EE | $2,199 | $5,478-59.9% | $4,821-54.4% | $4,754-53.8% |
| Participant deferral / active EE | $9,434 | $6,521+44.7% | $5,682+66.0% | $6,712+40.6% |
| Admin fee / account holder | $183 | $16,155-98.9% | $13,212-98.6% | $11,409-98.4% |