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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,723 | $202,342-81.9% | $172,752-78.7% | $152,897-76.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.17% | 1029.83%-1006.7pp | 802.97%-779.8pp | 345.43%-322.3pp |
| Employer contribution / active EE | $3,143 | $5,858-46.4% | $5,144-38.9% | $4,764-34.0% |
| Participant deferral / active EE | $5,230 | $5,948-12.1% | $5,198+0.6% | $5,851-10.6% |
| Admin fee / account holder | $286 | $17,111-98.3% | $13,955-98.0% | $11,599-97.5% |