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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,299 | $180,462-80.4% | $154,111-77.1% | $135,379-73.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 4.78% | 888.17%-883.4pp | 735.18%-730.4pp | 519.79%-515.0pp |
| Employer contribution / active EE | $11,367 | $6,036+88.3% | $5,298+114.6% | $4,779+137.9% |
| Participant deferral / active EE | $9,000 | $5,806+55.0% | $5,081+77.1% | $5,609+60.5% |
| Admin fee / account holder | $132 | $16,145-99.2% | $13,411-99.0% | $10,828-98.8% |