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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,463 | $209,425-76.9% | $178,499-72.8% | $158,966-69.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 27.67% | 188.80%-161.1pp | 151.10%-123.4pp | 302.95%-275.3pp |
| Employer contribution / active EE | $2,541 | $5,707-55.5% | $5,011-49.3% | $4,762-46.7% |
| Participant deferral / active EE | $5,074 | $5,955-14.8% | $5,202-2.5% | $5,983-15.2% |
| Admin fee / account holder | $17 | $17,078-99.9% | $13,986-99.9% | $11,250-99.8% |