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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,681 | $202,342-64.6% | $172,752-58.5% | $152,897-53.1% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 33.56% | 1029.83%-996.3pp | 802.97%-769.4pp | 345.43%-311.9pp |
| Employer contribution / active EE | $11,433 | $5,858+95.2% | $5,144+122.2% | $4,764+140.0% |
| Participant deferral / active EE | $4,500 | $5,948-24.3% | $5,198-13.4% | $5,851-23.1% |
| Admin fee / account holder | $232 | $17,111-98.6% | $13,955-98.3% | $11,599-98.0% |