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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,204 | $175,231-79.9% | $149,696-76.5% | $139,466-74.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.83% | 166.77%-142.9pp | 134.46%-110.6pp | 373.66%-349.8pp |
| Employer contribution / active EE | $2,119 | $5,478-61.3% | $4,821-56.1% | $4,754-55.4% |
| Participant deferral / active EE | $4,641 | $6,521-28.8% | $5,682-18.3% | $6,712-30.9% |
| Admin fee / account holder | $133 | $16,155-99.2% | $13,212-99.0% | $11,409-98.8% |