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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,102 | $138,102-68.1% | $125,381-64.8% | $134,532-67.2% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | 21.51% | 750.73%-729.2pp | 572.31%-550.8pp | 418.27%-396.8pp |
| Employer contribution / active EE | $6,618 | $5,245+26.2% | $4,815+37.4% | $4,741+39.6% |
| Participant deferral / active EE | $9,375 | $7,801+20.2% | $7,448+25.9% | $6,401+46.5% |
| Admin fee / account holder | $278 | $11,568-97.6% | $10,007-97.2% | $11,429-97.6% |