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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,939 | $160,070-78.2% | $147,117-76.3% | $145,897-76.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.95% | 98.69%-88.7pp | 420.54%-410.6pp | 552.29%-542.3pp |
| Employer contribution / active EE | $5,750 | $5,285+8.8% | $4,932+16.6% | $4,663+23.3% |
| Participant deferral / active EE | $12,000 | $8,419+42.5% | $8,065+48.8% | $6,689+79.4% |
| Admin fee / account holder | $4 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |