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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,204 | $202,342-71.2% | $172,752-66.3% | $152,897-61.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.42% | 1029.83%-1006.4pp | 802.97%-779.6pp | 345.43%-322.0pp |
| Employer contribution / active EE | $9,301 | $5,858+58.8% | $5,144+80.8% | $4,764+95.3% |
| Participant deferral / active EE | $9,500 | $5,948+59.7% | $5,198+82.8% | $5,851+62.4% |
| Admin fee / account holder | $128 | $17,111-99.2% | $13,955-99.1% | $11,599-98.9% |