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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,110 | $202,463-80.2% | $169,397-76.3% | $139,487-71.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 22.45% | 532.64%-510.2pp | 406.23%-383.8pp | 373.84%-351.4pp |
| Employer contribution / active EE | $3,075 | $4,694-34.5% | $4,013-23.4% | $4,755-35.3% |
| Participant deferral / active EE | $6,502 | $6,941-6.3% | $6,223+4.5% | $6,713-3.1% |
| Admin fee / account holder | $0 | $10,726-100.0% | $9,017-100.0% | $11,407-100.0% |