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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,029 | $175,259-86.3% | $149,723-84.0% | $139,487-82.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 25.28% | 166.82%-141.5pp | 134.50%-109.2pp | 373.84%-348.6pp |
| Employer contribution / active EE | $2,804 | $5,478-48.8% | $4,821-41.9% | $4,755-41.0% |
| Participant deferral / active EE | $7,117 | $6,522+9.1% | $5,682+25.2% | $6,713+6.0% |
| Admin fee / account holder | $281 | $16,158-98.3% | $13,215-97.9% | $11,407-97.5% |