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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,278 | $198,457-74.2% | $170,435-69.9% | $147,586-65.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.36% | 257.30%-247.9pp | 205.94%-196.6pp | 578.59%-569.2pp |
| Employer contribution / active EE | $1,864 | $6,183-69.9% | $5,432-65.7% | $4,876-61.8% |
| Participant deferral / active EE | $9,600 | $5,629+70.5% | $4,939+94.4% | $5,439+76.5% |
| Admin fee / account holder | $29 | $16,852-99.8% | $13,881-99.8% | $10,886-99.7% |