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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,306 | $88,710-61.3% | $81,783-58.1% | $145,959-76.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.99% | 1027.26%-1013.3pp | 775.05%-761.1pp | 561.95%-548.0pp |
| Employer contribution / active EE | $10,892 | $3,083+253.2% | $2,913+273.9% | $4,661+133.7% |
| Participant deferral / active EE | $8,000 | $4,645+72.2% | $4,320+85.2% | $6,689+19.6% |
| Admin fee / account holder | $228 | $8,407-97.3% | $7,380-96.9% | $13,398-98.3% |