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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,801 | $209,888-65.3% | $189,545-61.6% | $167,553-56.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 27.73% | 748.66%-720.9pp | 555.36%-527.6pp | 478.89%-451.2pp |
| Employer contribution / active EE | $3,192 | $6,915-53.8% | $6,162-48.2% | $4,840-34.0% |
| Participant deferral / active EE | $20,362 | $8,934+127.9% | $8,220+147.7% | $6,343+221.0% |
| Admin fee / account holder | $12 | $14,300-99.9% | $12,049-99.9% | $12,316-99.9% |