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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,249 | $198,457-76.2% | $170,435-72.3% | $147,586-68.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.68% | 257.30%-241.6pp | 205.94%-190.3pp | 578.59%-562.9pp |
| Employer contribution / active EE | $8,462 | $6,183+36.9% | $5,432+55.8% | $4,876+73.5% |
| Participant deferral / active EE | $8,475 | $5,629+50.6% | $4,939+71.6% | $5,439+55.8% |
| Admin fee / account holder | $279 | $16,852-98.3% | $13,881-98.0% | $10,886-97.4% |