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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,876 | $183,988-77.2% | $162,177-74.2% | $152,897-72.6% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.6%+5.8pp | 82.5%+10.9pp |
| Annual return | 33.20% | 150.79%-117.6pp | 115.60%-82.4pp | 345.43%-312.2pp |
| Employer contribution / active EE | $8,033 | $6,370+26.1% | $5,613+43.1% | $4,764+68.6% |
| Participant deferral / active EE | $6,112 | $8,032-23.9% | $7,297-16.2% | $5,851+4.5% |
| Admin fee / account holder | $28 | $13,123-99.8% | $10,843-99.7% | $11,599-99.8% |