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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,324 | $96,388-91.4% | $80,627-89.7% | $139,466-94.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 13.75% | 1352.08%-1338.3pp | 936.76%-923.0pp | 373.66%-359.9pp |
| Employer contribution / active EE | $4,815 | $3,260+47.7% | $2,723+76.9% | $4,754+1.3% |
| Participant deferral / active EE | $1,500 | $5,224-71.3% | $4,443-66.2% | $6,712-77.7% |
| Admin fee / account holder | $119 | $6,603-98.2% | $5,381-97.8% | $11,409-99.0% |