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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,657 | $88,710-65.4% | $81,783-62.5% | $145,959-79.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.97% | 1027.26%-1008.3pp | 775.05%-756.1pp | 561.95%-543.0pp |
| Employer contribution / active EE | $4,493 | $3,083+45.7% | $2,913+54.2% | $4,661-3.6% |
| Participant deferral / active EE | $9,648 | $4,645+107.7% | $4,320+123.3% | $6,689+44.2% |
| Admin fee / account holder | $200 | $8,407-97.6% | $7,380-97.3% | $13,398-98.5% |