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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,979 | $198,457-77.8% | $170,435-74.2% | $147,586-70.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 77.08% | 257.30%-180.2pp | 205.94%-128.9pp | 578.59%-501.5pp |
| Employer contribution / active EE | $6,218 | $6,183+0.6% | $5,432+14.5% | $4,876+27.5% |
| Participant deferral / active EE | $4,637 | $5,629-17.6% | $4,939-6.1% | $5,439-14.7% |
| Admin fee / account holder | $278 | $16,852-98.4% | $13,881-98.0% | $10,886-97.4% |