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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,375 | $198,457-78.1% | $170,435-74.6% | $147,586-70.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.21% | 257.30%-248.1pp | 205.94%-196.7pp | 578.59%-569.4pp |
| Employer contribution / active EE | $8,060 | $6,183+30.4% | $5,432+48.4% | $4,876+65.3% |
| Participant deferral / active EE | $4,038 | $5,629-28.3% | $4,939-18.3% | $5,439-25.8% |
| Admin fee / account holder | $141 | $16,852-99.2% | $13,881-99.0% | $10,886-98.7% |