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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,430 | $180,459-72.6% | $154,108-67.9% | $135,380-63.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 11.16% | 888.21%-877.0pp | 735.21%-724.0pp | 519.81%-508.6pp |
| Employer contribution / active EE | $8,964 | $6,035+48.5% | $5,298+69.2% | $4,779+87.6% |
| Participant deferral / active EE | $4,087 | $5,806-29.6% | $5,081-19.6% | $5,609-27.1% |
| Admin fee / account holder | $37 | $16,145-99.8% | $13,411-99.7% | $10,828-99.7% |