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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,135 | $176,120-79.5% | $159,487-77.3% | $167,553-78.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.99% | 331.95%-315.0pp | 263.71%-246.7pp | 478.89%-461.9pp |
| Employer contribution / active EE | $6,261 | $5,299+18.1% | $4,831+29.6% | $4,840+29.4% |
| Participant deferral / active EE | $8,699 | $7,752+12.2% | $7,354+18.3% | $6,343+37.1% |
| Admin fee / account holder | $259 | $12,561-97.9% | $10,804-97.6% | $12,316-97.9% |