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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,427 | $198,461-81.1% | $170,436-78.0% | $147,585-74.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 32.40% | 257.30%-224.9pp | 205.94%-173.5pp | 578.57%-546.2pp |
| Employer contribution / active EE | $2,512 | $6,184-59.4% | $5,433-53.8% | $4,876-48.5% |
| Participant deferral / active EE | $3,900 | $5,629-30.7% | $4,939-21.0% | $5,439-28.3% |
| Admin fee / account holder | $229 | $16,852-98.6% | $13,880-98.4% | $10,885-97.9% |