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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,078 | $88,815-5.3% | $81,882+2.7% | $145,897-42.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.22% | 1033.75%-1019.5pp | 779.47%-765.3pp | 552.29%-538.1pp |
| Employer contribution / active EE | $3,941 | $3,086+27.7% | $2,916+35.2% | $4,663-15.5% |
| Participant deferral / active EE | $15,510 | $4,647+233.7% | $4,323+258.8% | $6,689+131.9% |
| Admin fee / account holder | $20 | $8,434-99.8% | $7,360-99.7% | $13,390-99.9% |