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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,909 | $105,160-73.5% | $94,679-70.5% | $139,456-80.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 34.19% | 38.04%-3.9pp | 156.75%-122.6pp | 373.45%-339.3pp |
| Employer contribution / active EE | $7,926 | $4,107+93.0% | $3,673+115.8% | $4,753+66.8% |
| Participant deferral / active EE | $11,712 | $7,599+54.1% | $7,417+57.9% | $6,711+74.5% |
| Admin fee / account holder | $28 | $8,988-99.7% | $7,233-99.6% | $11,407-99.8% |