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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,720 | $202,342-77.4% | $172,753-73.5% | $152,909-70.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.99% | 1029.88%-1005.9pp | 803.00%-779.0pp | 345.46%-321.5pp |
| Employer contribution / active EE | $7,138 | $5,857+21.9% | $5,144+38.8% | $4,764+49.8% |
| Participant deferral / active EE | $3,098 | $5,948-47.9% | $5,198-40.4% | $5,851-47.1% |
| Admin fee / account holder | $271 | $17,112-98.4% | $13,956-98.1% | $11,601-97.7% |