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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,293 | $209,888-54.1% | $189,545-49.2% | $167,553-42.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.38% | 748.66%-733.3pp | 555.36%-540.0pp | 478.89%-463.5pp |
| Employer contribution / active EE | $4,221 | $6,915-39.0% | $6,162-31.5% | $4,840-12.8% |
| Participant deferral / active EE | $5,400 | $8,934-39.6% | $8,220-34.3% | $6,343-14.9% |
| Admin fee / account holder | $0 | $14,300-100.0% | $12,049-100.0% | $12,316-100.0% |