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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,441 | $138,102-86.6% | $125,381-85.3% | $134,532-86.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 10.31% | 750.73%-740.4pp | 572.31%-562.0pp | 418.27%-408.0pp |
| Employer contribution / active EE | $2,461 | $5,245-53.1% | $4,815-48.9% | $4,741-48.1% |
| Participant deferral / active EE | $7,056 | $7,801-9.5% | $7,448-5.3% | $6,401+10.2% |
| Admin fee / account holder | $10 | $11,568-99.9% | $10,007-99.9% | $11,429-99.9% |