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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,439 | $138,102-71.4% | $125,381-68.5% | $134,532-70.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 3.15% | 750.73%-747.6pp | 572.31%-569.2pp | 418.27%-415.1pp |
| Employer contribution / active EE | $28,529 | $5,245+443.9% | $4,815+492.5% | $4,741+501.7% |
| Participant deferral / active EE | $27,000 | $7,801+246.1% | $7,448+262.5% | $6,401+321.8% |
| Admin fee / account holder | $202 | $11,568-98.3% | $10,007-98.0% | $11,429-98.2% |