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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,714 | $210,698-91.1% | $178,014-89.5% | $145,959-87.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.06% | 386.27%-375.2pp | 294.80%-283.7pp | 561.95%-550.9pp |
| Employer contribution / active EE | $2,640 | $4,567-42.2% | $3,950-33.2% | $4,661-43.4% |
| Participant deferral / active EE | $2,739 | $6,958-60.6% | $6,276-56.4% | $6,689-59.1% |
| Admin fee / account holder | $300 | $12,016-97.5% | $10,362-97.1% | $13,398-97.8% |