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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,752 | $202,463-68.0% | $169,397-61.8% | $139,487-53.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 13.91% | 532.64%-518.7pp | 406.23%-392.3pp | 373.84%-359.9pp |
| Employer contribution / active EE | $2,768 | $4,694-41.0% | $4,013-31.0% | $4,755-41.8% |
| Participant deferral / active EE | $20,000 | $6,941+188.1% | $6,223+221.4% | $6,713+197.9% |
| Admin fee / account holder | $0 | $10,726-100.0% | $9,017-100.0% | $11,407-100.0% |