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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,552 | $209,422-78.2% | $178,503-74.5% | $158,982-71.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.26% | 188.81%-167.5pp | 151.12%-129.9pp | 302.99%-281.7pp |
| Employer contribution / active EE | $1,878 | $5,707-67.1% | $5,011-62.5% | $4,763-60.6% |
| Participant deferral / active EE | $14,394 | $5,955+141.7% | $5,202+176.7% | $5,983+140.6% |
| Admin fee / account holder | $238 | $17,079-98.6% | $13,987-98.3% | $11,252-97.9% |