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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,085 | $202,463-81.7% | $169,397-78.1% | $139,487-73.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 28.93% | 532.64%-503.7pp | 406.23%-377.3pp | 373.84%-344.9pp |
| Employer contribution / active EE | $2,507 | $4,694-46.6% | $4,013-37.5% | $4,755-47.3% |
| Participant deferral / active EE | $20,000 | $6,941+188.1% | $6,223+221.4% | $6,713+197.9% |
| Admin fee / account holder | $17 | $10,726-99.8% | $9,017-99.8% | $11,407-99.9% |