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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,126 | $209,847-60.9% | $189,520-56.7% | $167,518-51.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.10% | 748.45%-733.3pp | 555.25%-540.1pp | 478.71%-463.6pp |
| Employer contribution / active EE | $9,843 | $6,913+42.4% | $6,161+59.8% | $4,838+103.4% |
| Participant deferral / active EE | $9,504 | $8,934+6.4% | $8,220+15.6% | $6,342+49.9% |
| Admin fee / account holder | $20 | $14,295-99.9% | $12,046-99.8% | $12,312-99.8% |