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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,101 | $165,399-80.6% | $149,745-78.6% | $158,982-79.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.55% | 348.34%-339.8pp | 276.72%-268.2pp | 302.99%-294.4pp |
| Employer contribution / active EE | $6,252 | $5,105+22.5% | $4,646+34.6% | $4,763+31.3% |
| Participant deferral / active EE | $6,500 | $7,183-9.5% | $6,843-5.0% | $5,983+8.6% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |