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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,130 | $202,342-73.7% | $172,753-69.2% | $152,909-65.3% |
| Participation rate | 76.5% | 87.1%-10.6pp | 82.6%-6.2pp | 82.5%-6.0pp |
| Annual return | 134.43% | 1029.88%-895.4pp | 803.00%-668.6pp | 345.46%-211.0pp |
| Employer contribution / active EE | $6,010 | $5,857+2.6% | $5,144+16.8% | $4,764+26.2% |
| Participant deferral / active EE | $5,472 | $5,948-8.0% | $5,198+5.3% | $5,851-6.5% |
| Admin fee / account holder | $78 | $17,112-99.5% | $13,956-99.4% | $11,601-99.3% |