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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,896 | $88,702-87.7% | $81,780-86.7% | $145,978-92.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 19.41% | 1029.12%-1009.7pp | 776.27%-756.9pp | 550.52%-531.1pp |
| Employer contribution / active EE | $3,557 | $3,084+15.3% | $2,914+22.1% | $4,662-23.7% |
| Participant deferral / active EE | $5,173 | $4,645+11.4% | $4,321+19.7% | $6,690-22.7% |
| Admin fee / account holder | $100 | $8,414-98.8% | $7,384-98.6% | $13,400-99.3% |