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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,569 | $209,874-76.9% | $189,537-74.4% | $167,536-71.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 32.52% | 748.61%-716.1pp | 555.34%-522.8pp | 478.82%-446.3pp |
| Employer contribution / active EE | $5,891 | $6,913-14.8% | $6,161-4.4% | $4,839+21.7% |
| Participant deferral / active EE | $19,878 | $8,934+122.5% | $8,220+141.8% | $6,342+213.4% |
| Admin fee / account holder | $261 | $14,299-98.2% | $12,048-97.8% | $12,315-97.9% |