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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,787 | $210,698-68.8% | $178,014-63.0% | $145,959-54.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.57% | 386.27%-372.7pp | 294.80%-281.2pp | 561.95%-548.4pp |
| Employer contribution / active EE | $3,033 | $4,567-33.6% | $3,950-23.2% | $4,661-34.9% |
| Participant deferral / active EE | $26,008 | $6,958+273.8% | $6,276+314.4% | $6,689+288.8% |
| Admin fee / account holder | $9 | $12,016-99.9% | $10,362-99.9% | $13,398-99.9% |