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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,296 | $171,867-64.3% | $149,721-59.1% | $147,586-58.5% |
| Participation rate | 90.9% | 88.2%+2.7pp | 87.1%+3.8pp | 82.8%+8.1pp |
| Annual return | 15.07% | 2113.36%-2098.3pp | 1501.67%-1486.6pp | 578.59%-563.5pp |
| Employer contribution / active EE | $3,861 | $6,275-38.5% | $5,444-29.1% | $4,876-20.8% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $68 | $13,799-99.5% | $11,282-99.4% | $10,886-99.4% |