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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,036 | $209,874-64.2% | $189,537-60.4% | $167,536-55.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 25.99% | 748.61%-722.6pp | 555.34%-529.3pp | 478.82%-452.8pp |
| Employer contribution / active EE | $3,248 | $6,913-53.0% | $6,161-47.3% | $4,839-32.9% |
| Participant deferral / active EE | $10,758 | $8,934+20.4% | $8,220+30.9% | $6,342+69.6% |
| Admin fee / account holder | $26 | $14,299-99.8% | $12,048-99.8% | $12,315-99.8% |