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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,933 | $209,874-79.1% | $189,537-76.8% | $167,536-73.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 21.50% | 748.61%-727.1pp | 555.34%-533.8pp | 478.82%-457.3pp |
| Employer contribution / active EE | $8,747 | $6,913+26.5% | $6,161+42.0% | $4,839+80.8% |
| Participant deferral / active EE | $8,822 | $8,934-1.3% | $8,220+7.3% | $6,342+39.1% |
| Admin fee / account holder | $73 | $14,299-99.5% | $12,048-99.4% | $12,315-99.4% |