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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,120 | $148,629-73.0% | $135,982-70.5% | $139,487-71.2% |
| Participation rate | 92.3% | 83.9%+8.4pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 548.17% | 79.33%+468.8pp | 68.32%+479.8pp | 373.84%+174.3pp |
| Employer contribution / active EE | $6,562 | $5,247+25.1% | $4,859+35.0% | $4,755+38.0% |
| Participant deferral / active EE | $6,381 | $8,102-21.2% | $7,760-17.8% | $6,713-4.9% |
| Admin fee / account holder | $180 | $12,406-98.5% | $10,767-98.3% | $11,407-98.4% |