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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,572 | $135,956-50.3% | $123,894-45.5% | $273,972-75.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 935.67% | 56.63%+879.0pp | 47.52%+888.2pp | 41.46%+894.2pp |
| Employer contribution / active EE | $7,217 | $5,170+39.6% | $4,617+56.3% | $4,869+48.2% |
| Participant deferral / active EE | $12,099 | $6,343+90.8% | $5,984+102.2% | $5,287+128.8% |
| Admin fee / account holder | $70 | $9,817-99.3% | $8,357-99.2% | $10,133-99.3% |