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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,750 | $209,888-81.1% | $189,545-79.0% | $167,553-76.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.20% | 748.66%-732.5pp | 555.36%-539.2pp | 478.89%-462.7pp |
| Employer contribution / active EE | $6,302 | $6,915-8.9% | $6,162+2.3% | $4,840+30.2% |
| Participant deferral / active EE | $8,590 | $8,934-3.9% | $8,220+4.5% | $6,343+35.4% |
| Admin fee / account holder | $20 | $14,300-99.9% | $12,049-99.8% | $12,316-99.8% |