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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,144 | $99,011-58.4% | $86,582-52.5% | $147,586-72.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 20.13% | 1312.75%-1292.6pp | 965.08%-945.0pp | 578.59%-558.5pp |
| Employer contribution / active EE | $3,137 | $3,132+0.2% | $2,839+10.5% | $4,876-35.7% |
| Participant deferral / active EE | $3,137 | $3,972-21.0% | $3,609-13.1% | $5,439-42.3% |
| Admin fee / account holder | $15 | $5,709-99.7% | $4,904-99.7% | $10,886-99.9% |