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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,361 | $202,463-89.9% | $169,397-88.0% | $139,487-85.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 27.02% | 532.64%-505.6pp | 406.23%-379.2pp | 373.84%-346.8pp |
| Employer contribution / active EE | $2,297 | $4,694-51.1% | $4,013-42.8% | $4,755-51.7% |
| Participant deferral / active EE | $5,126 | $6,941-26.2% | $6,223-17.6% | $6,713-23.6% |
| Admin fee / account holder | $259 | $10,726-97.6% | $9,017-97.1% | $11,407-97.7% |