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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,830 | $135,645-73.6% | $110,243-67.5% | $135,380-73.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 8.93% | 513.24%-504.3pp | 314.76%-305.8pp | 519.81%-510.9pp |
| Employer contribution / active EE | $2,327 | $4,907-52.6% | $3,827-39.2% | $4,779-51.3% |
| Participant deferral / active EE | $8,900 | $5,507+61.6% | $4,672+90.5% | $5,609+58.7% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |