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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,462 | $175,212-79.2% | $149,682-75.6% | $139,427-73.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.90% | 166.63%-148.7pp | 134.35%-116.5pp | 373.27%-355.4pp |
| Employer contribution / active EE | $2,723 | $5,475-50.3% | $4,818-43.5% | $4,752-42.7% |
| Participant deferral / active EE | $1,965 | $6,520-69.9% | $5,681-65.4% | $6,711-70.7% |
| Admin fee / account holder | $218 | $16,150-98.6% | $13,210-98.3% | $11,404-98.1% |