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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,823 | $198,457-82.5% | $170,435-79.6% | $147,586-76.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.77% | 257.30%-246.5pp | 205.94%-195.2pp | 578.59%-567.8pp |
| Employer contribution / active EE | $3,993 | $6,183-35.4% | $5,432-26.5% | $4,876-18.1% |
| Participant deferral / active EE | $4,547 | $5,629-19.2% | $4,939-7.9% | $5,439-16.4% |
| Admin fee / account holder | $60 | $16,852-99.6% | $13,881-99.6% | $10,886-99.5% |