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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,901 | $138,078-84.9% | $125,363-83.3% | $134,509-84.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 11.60% | 750.49%-738.9pp | 572.15%-560.5pp | 418.13%-406.5pp |
| Employer contribution / active EE | $979 | $5,245-81.3% | $4,815-79.7% | $4,741-79.3% |
| Participant deferral / active EE | $5,836 | $7,800-25.2% | $7,447-21.6% | $6,400-8.8% |
| Admin fee / account holder | $214 | $11,566-98.2% | $10,005-97.9% | $11,427-98.1% |