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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,576 | $209,888-54.9% | $189,545-50.1% | $167,553-43.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 19.63% | 748.66%-729.0pp | 555.36%-535.7pp | 478.89%-459.3pp |
| Employer contribution / active EE | $2,185 | $6,915-68.4% | $6,162-64.6% | $4,840-54.9% |
| Participant deferral / active EE | $7,489 | $8,934-16.2% | $8,220-8.9% | $6,343+18.1% |
| Admin fee / account holder | $102 | $14,300-99.3% | $12,049-99.2% | $12,316-99.2% |