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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,771 | $198,461-75.9% | $170,436-72.0% | $147,585-67.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.78% | 257.30%-238.5pp | 205.94%-187.2pp | 578.57%-559.8pp |
| Employer contribution / active EE | $3,778 | $6,184-38.9% | $5,433-30.5% | $4,876-22.5% |
| Participant deferral / active EE | $7,293 | $5,629+29.5% | $4,939+47.6% | $5,439+34.1% |
| Admin fee / account holder | $298 | $16,852-98.2% | $13,880-97.9% | $10,885-97.3% |