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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,931 | $209,422-80.5% | $178,503-77.1% | $158,982-74.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 25.09% | 188.81%-163.7pp | 151.12%-126.0pp | 302.99%-277.9pp |
| Employer contribution / active EE | $5,545 | $5,707-2.8% | $5,011+10.7% | $4,763+16.4% |
| Participant deferral / active EE | $5,405 | $5,955-9.2% | $5,202+3.9% | $5,983-9.7% |
| Admin fee / account holder | $282 | $17,079-98.3% | $13,987-98.0% | $11,252-97.5% |