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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,083 | $202,460-81.2% | $169,385-77.5% | $139,456-72.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 20.09% | 532.07%-512.0pp | 405.82%-385.7pp | 373.45%-353.4pp |
| Employer contribution / active EE | $2,400 | $4,691-48.8% | $4,012-40.2% | $4,753-49.5% |
| Participant deferral / active EE | $11,060 | $6,938+59.4% | $6,221+77.8% | $6,711+64.8% |
| Admin fee / account holder | $144 | $10,719-98.7% | $9,011-98.4% | $11,407-98.7% |