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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,621 | $105,145-73.7% | $94,664-70.8% | $139,466-80.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 31.86% | 38.09%-6.2pp | 156.84%-125.0pp | 373.66%-341.8pp |
| Employer contribution / active EE | $5,036 | $4,107+22.6% | $3,673+37.1% | $4,754+5.9% |
| Participant deferral / active EE | $9,933 | $7,599+30.7% | $7,417+33.9% | $6,712+48.0% |
| Admin fee / account holder | $34 | $8,972-99.6% | $7,222-99.5% | $11,409-99.7% |