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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,916 | $175,231-85.2% | $149,696-82.7% | $139,466-81.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.12% | 166.77%-143.6pp | 134.46%-111.3pp | 373.66%-350.5pp |
| Employer contribution / active EE | $8,757 | $5,478+59.9% | $4,821+81.7% | $4,754+84.2% |
| Participant deferral / active EE | $4,686 | $6,521-28.1% | $5,682-17.5% | $6,712-30.2% |
| Admin fee / account holder | $66 | $16,155-99.6% | $13,212-99.5% | $11,409-99.4% |