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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,772 | $202,342-65.5% | $172,752-59.6% | $152,897-54.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.15% | 1029.83%-1006.7pp | 802.97%-779.8pp | 345.43%-322.3pp |
| Employer contribution / active EE | $5,852 | $5,858-0.1% | $5,144+13.8% | $4,764+22.9% |
| Participant deferral / active EE | $4,050 | $5,948-31.9% | $5,198-22.1% | $5,851-30.8% |
| Admin fee / account holder | $216 | $17,111-98.7% | $13,955-98.5% | $11,599-98.1% |