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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,591 | $107,363-70.6% | $92,909-66.0% | $152,897-79.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 27.38% | 145.63%-118.2pp | 109.44%-82.1pp | 345.43%-318.1pp |
| Employer contribution / active EE | $4,288 | $4,222+1.6% | $3,653+17.4% | $4,764-10.0% |
| Participant deferral / active EE | $3,563 | $4,848-26.5% | $4,238-15.9% | $5,851-39.1% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |