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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,284 | $202,463-92.5% | $169,397-91.0% | $139,487-89.0% |
| Participation rate | 90.9% | 81.1%+9.8pp | 77.2%+13.7pp | 80.3%+10.6pp |
| Annual return | 48.97% | 532.64%-483.7pp | 406.23%-357.3pp | 373.84%-324.9pp |
| Employer contribution / active EE | $5,500 | $4,694+17.2% | $4,013+37.1% | $4,755+15.7% |
| Participant deferral / active EE | $11,945 | $6,941+72.1% | $6,223+92.0% | $6,713+77.9% |
| Admin fee / account holder | $70 | $10,726-99.4% | $9,017-99.2% | $11,407-99.4% |