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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,656 | $121,701-87.1% | $104,639-85.0% | $158,982-90.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 16.40% | 465.72%-449.3pp | 340.67%-324.3pp | 302.99%-286.6pp |
| Employer contribution / active EE | $7,674 | $3,165+142.4% | $2,682+186.2% | $4,763+61.1% |
| Participant deferral / active EE | $5,299 | $4,176+26.9% | $3,738+41.8% | $5,983-11.4% |
| Admin fee / account holder | $39 | $7,778-99.5% | $6,465-99.4% | $11,252-99.7% |