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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,378 | $202,342-82.0% | $172,752-78.9% | $152,897-76.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 27.68% | 1029.83%-1002.1pp | 802.97%-775.3pp | 345.43%-317.7pp |
| Employer contribution / active EE | $5,776 | $5,858-1.4% | $5,144+12.3% | $4,764+21.2% |
| Participant deferral / active EE | $5,484 | $5,948-7.8% | $5,198+5.5% | $5,851-6.3% |
| Admin fee / account holder | $216 | $17,111-98.7% | $13,955-98.5% | $11,599-98.1% |