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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,533 | $209,422-75.4% | $178,503-71.1% | $158,982-67.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.15% | 188.81%-174.7pp | 151.12%-137.0pp | 302.99%-288.8pp |
| Employer contribution / active EE | $5,000 | $5,707-12.4% | $5,011-0.2% | $4,763+5.0% |
| Participant deferral / active EE | $7,797 | $5,955+30.9% | $5,202+49.9% | $5,983+30.3% |
| Admin fee / account holder | $180 | $17,079-98.9% | $13,987-98.7% | $11,252-98.4% |