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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,400 | $202,440-79.5% | $169,390-75.6% | $139,466-70.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 16.00% | 532.36%-516.4pp | 406.07%-390.1pp | 373.66%-357.7pp |
| Employer contribution / active EE | $15,579 | $4,693+232.0% | $4,013+288.3% | $4,754+227.7% |
| Participant deferral / active EE | $8,113 | $6,940+16.9% | $6,222+30.4% | $6,712+20.9% |
| Admin fee / account holder | $299 | $10,722-97.2% | $9,015-96.7% | $11,409-97.4% |