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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,689 | $99,011-66.0% | $86,582-61.1% | $147,586-77.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.42% | 1312.75%-1298.3pp | 965.08%-950.7pp | 578.59%-564.2pp |
| Employer contribution / active EE | $3,326 | $3,132+6.2% | $2,839+17.1% | $4,876-31.8% |
| Participant deferral / active EE | $1,600 | $3,972-59.7% | $3,609-55.7% | $5,439-70.6% |
| Admin fee / account holder | $30 | $5,709-99.5% | $4,904-99.4% | $10,886-99.7% |