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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,324 | $96,361-91.4% | $80,607-89.7% | $139,456-94.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 13.75% | 1350.95%-1337.2pp | 936.11%-922.4pp | 373.45%-359.7pp |
| Employer contribution / active EE | $4,815 | $3,262+47.6% | $2,724+76.7% | $4,753+1.3% |
| Participant deferral / active EE | $1,500 | $5,232-71.3% | $4,448-66.3% | $6,711-77.6% |
| Admin fee / account holder | $119 | $6,601-98.2% | $5,379-97.8% | $11,407-99.0% |