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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,678 | $209,422-76.3% | $178,503-72.2% | $158,982-68.8% |
| Participation rate | 78.6% | 86.4%-7.8pp | 81.9%-3.4pp | 82.0%-3.4pp |
| Annual return | 30.03% | 188.81%-158.8pp | 151.12%-121.1pp | 302.99%-273.0pp |
| Employer contribution / active EE | $2,701 | $5,707-52.7% | $5,011-46.1% | $4,763-43.3% |
| Participant deferral / active EE | $3,527 | $5,955-40.8% | $5,202-32.2% | $5,983-41.0% |
| Admin fee / account holder | $74 | $17,079-99.6% | $13,987-99.5% | $11,252-99.3% |