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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,788 | $209,874-71.5% | $189,537-68.5% | $167,536-64.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 19.79% | 748.61%-728.8pp | 555.34%-535.6pp | 478.82%-459.0pp |
| Employer contribution / active EE | $2,413 | $6,913-65.1% | $6,161-60.8% | $4,839-50.1% |
| Participant deferral / active EE | $7,493 | $8,934-16.1% | $8,220-8.8% | $6,342+18.1% |
| Admin fee / account holder | $11 | $14,299-99.9% | $12,048-99.9% | $12,315-99.9% |