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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,536 | $138,078-84.4% | $125,363-82.8% | $134,509-84.0% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | 16.75% | 750.49%-733.7pp | 572.15%-555.4pp | 418.13%-401.4pp |
| Employer contribution / active EE | $5,264 | $5,245+0.4% | $4,815+9.3% | $4,741+11.0% |
| Participant deferral / active EE | $6,943 | $7,800-11.0% | $7,447-6.8% | $6,400+8.5% |
| Admin fee / account holder | $30 | $11,566-99.7% | $10,005-99.7% | $11,427-99.7% |