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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,994 | $88,702-15.5% | $81,780-8.3% | $145,978-48.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.76% | 1029.12%-1014.4pp | 776.27%-761.5pp | 550.52%-535.8pp |
| Employer contribution / active EE | $3,783 | $3,084+22.6% | $2,914+29.8% | $4,662-18.9% |
| Participant deferral / active EE | $5,244 | $4,645+12.9% | $4,321+21.4% | $6,690-21.6% |
| Admin fee / account holder | $20 | $8,414-99.8% | $7,384-99.7% | $13,400-99.9% |