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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,940 | $209,422-84.3% | $178,503-81.5% | $158,982-79.3% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 17.51% | 188.81%-171.3pp | 151.12%-133.6pp | 302.99%-285.5pp |
| Employer contribution / active EE | $3,487 | $5,707-38.9% | $5,011-30.4% | $4,763-26.8% |
| Participant deferral / active EE | $3,250 | $5,955-45.4% | $5,202-37.5% | $5,983-45.7% |
| Admin fee / account holder | $19 | $17,079-99.9% | $13,987-99.9% | $11,252-99.8% |