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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,118 | $202,440-89.1% | $169,390-86.9% | $139,466-84.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 37.30% | 532.36%-495.1pp | 406.07%-368.8pp | 373.66%-336.4pp |
| Employer contribution / active EE | $2,787 | $4,693-40.6% | $4,013-30.5% | $4,754-41.4% |
| Participant deferral / active EE | $11,044 | $6,940+59.1% | $6,222+77.5% | $6,712+64.5% |
| Admin fee / account holder | $123 | $10,722-98.9% | $9,015-98.6% | $11,409-98.9% |