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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,549 | $165,399-73.1% | $149,745-70.3% | $158,982-72.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 38.76% | 348.34%-309.6pp | 276.72%-238.0pp | 302.99%-264.2pp |
| Employer contribution / active EE | $7,220 | $5,105+41.4% | $4,646+55.4% | $4,763+51.6% |
| Participant deferral / active EE | $11,902 | $7,183+65.7% | $6,843+73.9% | $5,983+98.9% |
| Admin fee / account holder | $20 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |