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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,436 | $175,259-76.9% | $149,723-73.0% | $139,487-71.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.81% | 166.82%-147.0pp | 134.50%-114.7pp | 373.84%-354.0pp |
| Employer contribution / active EE | $7,714 | $5,478+40.8% | $4,821+60.0% | $4,755+62.2% |
| Participant deferral / active EE | $6,486 | $6,522-0.5% | $5,682+14.1% | $6,713-3.4% |
| Admin fee / account holder | $23 | $16,158-99.9% | $13,215-99.8% | $11,407-99.8% |