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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,552 | $209,422-82.5% | $178,503-79.5% | $158,982-77.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.24% | 188.81%-172.6pp | 151.12%-134.9pp | 302.99%-286.8pp |
| Employer contribution / active EE | $8,038 | $5,707+40.8% | $5,011+60.4% | $4,763+68.8% |
| Participant deferral / active EE | $3,508 | $5,955-41.1% | $5,202-32.6% | $5,983-41.4% |
| Admin fee / account holder | $271 | $17,079-98.4% | $13,987-98.1% | $11,252-97.6% |