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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,054 | $175,259-88.6% | $149,723-86.6% | $139,487-85.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 24.07% | 166.82%-142.8pp | 134.50%-110.4pp | 373.84%-349.8pp |
| Employer contribution / active EE | $5,794 | $5,478+5.8% | $4,821+20.2% | $4,755+21.9% |
| Participant deferral / active EE | $9,771 | $6,522+49.8% | $5,682+72.0% | $6,713+45.6% |
| Admin fee / account holder | $118 | $16,158-99.3% | $13,215-99.1% | $11,407-99.0% |