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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,750 | $198,461-80.0% | $170,436-76.7% | $147,585-73.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.27% | 257.30%-246.0pp | 205.94%-194.7pp | 578.57%-567.3pp |
| Employer contribution / active EE | $1,915 | $6,184-69.0% | $5,433-64.7% | $4,876-60.7% |
| Participant deferral / active EE | $5,574 | $5,629-1.0% | $4,939+12.9% | $5,439+2.5% |
| Admin fee / account holder | $58 | $16,852-99.7% | $13,880-99.6% | $10,885-99.5% |