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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,597 | $165,399-85.7% | $149,745-84.2% | $158,982-85.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 40.64% | 348.34%-307.7pp | 276.72%-236.1pp | 302.99%-262.4pp |
| Employer contribution / active EE | $8,607 | $5,105+68.6% | $4,646+85.3% | $4,763+80.7% |
| Participant deferral / active EE | $15,843 | $7,183+120.6% | $6,843+131.5% | $5,983+164.8% |
| Admin fee / account holder | $11 | $10,811-99.9% | $9,312-99.9% | $11,252-99.9% |