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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,689 | $209,405-83.9% | $178,486-81.1% | $158,931-78.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.74% | 188.77%-177.0pp | 151.08%-139.3pp | 302.86%-291.1pp |
| Employer contribution / active EE | $9,097 | $5,707+59.4% | $5,011+81.5% | $4,761+91.0% |
| Participant deferral / active EE | $4,630 | $5,954-22.2% | $5,202-11.0% | $5,982-22.6% |
| Admin fee / account holder | $112 | $17,076-99.3% | $13,985-99.2% | $11,247-99.0% |