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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,434 | $176,077-87.8% | $159,455-86.6% | $167,518-87.2% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 32.75% | 331.83%-299.1pp | 263.63%-230.9pp | 478.71%-446.0pp |
| Employer contribution / active EE | $4,511 | $5,298-14.8% | $4,830-6.6% | $4,838-6.8% |
| Participant deferral / active EE | $8,471 | $7,751+9.3% | $7,353+15.2% | $6,342+33.6% |
| Admin fee / account holder | $6 | $12,556-100.0% | $10,800-99.9% | $12,312-100.0% |