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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,498 | $183,968-79.1% | $162,166-76.3% | $152,870-74.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 13.01% | 150.77%-137.8pp | 115.59%-102.6pp | 345.34%-332.3pp |
| Employer contribution / active EE | $7,295 | $6,371+14.5% | $5,614+29.9% | $4,763+53.2% |
| Participant deferral / active EE | $12,500 | $8,034+55.6% | $7,298+71.3% | $5,850+113.7% |
| Admin fee / account holder | $75 | $13,121-99.4% | $10,842-99.3% | $11,597-99.4% |