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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,535 | $127,387-79.2% | $115,038-76.9% | $125,389-78.8% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | 734.85% | 31.28%+703.6pp | 26.14%+708.7pp | 282.24%+452.6pp |
| Employer contribution / active EE | $2,962 | $5,166-42.7% | $4,608-35.7% | $4,866-39.1% |
| Participant deferral / active EE | $7,983 | $6,423+24.3% | $6,026+32.5% | $5,352+49.2% |
| Admin fee / account holder | $199 | $9,516-97.9% | $8,175-97.6% | $9,541-97.9% |