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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,498 | $184,000-79.1% | $162,185-76.3% | $152,909-74.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 13.01% | 150.80%-137.8pp | 115.61%-102.6pp | 345.46%-332.5pp |
| Employer contribution / active EE | $7,295 | $6,370+14.5% | $5,613+30.0% | $4,764+53.1% |
| Participant deferral / active EE | $12,500 | $8,033+55.6% | $7,297+71.3% | $5,851+113.6% |
| Admin fee / account holder | $75 | $13,124-99.4% | $10,844-99.3% | $11,601-99.4% |