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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,709 | $176,077-71.8% | $159,455-68.8% | $167,518-70.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 24.71% | 331.83%-307.1pp | 263.63%-238.9pp | 478.71%-454.0pp |
| Employer contribution / active EE | $1,002 | $5,298-81.1% | $4,830-79.2% | $4,838-79.3% |
| Participant deferral / active EE | $9,918 | $7,751+28.0% | $7,353+34.9% | $6,342+56.4% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |