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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,561 | $202,342-80.9% | $172,752-77.7% | $152,897-74.8% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 115.13% | 1029.83%-914.7pp | 802.97%-687.8pp | 345.43%-230.3pp |
| Employer contribution / active EE | $2,711 | $5,858-53.7% | $5,144-47.3% | $4,764-43.1% |
| Participant deferral / active EE | $4,911 | $5,948-17.4% | $5,198-5.5% | $5,851-16.1% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |