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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,488 | $105,158-71.0% | $94,672-67.8% | $139,487-78.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 31.13% | 38.11%-7.0pp | 156.89%-125.8pp | 373.84%-342.7pp |
| Employer contribution / active EE | $5,400 | $4,107+31.5% | $3,673+47.0% | $4,755+13.6% |
| Participant deferral / active EE | $8,975 | $7,599+18.1% | $7,417+21.0% | $6,713+33.7% |
| Admin fee / account holder | $36 | $8,972-99.6% | $7,222-99.5% | $11,407-99.7% |