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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,726 | $209,422-78.2% | $178,503-74.4% | $158,982-71.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.84% | 188.81%-173.0pp | 151.12%-135.3pp | 302.99%-287.1pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,436 | $5,955+24.9% | $5,202+42.9% | $5,983+24.3% |
| Admin fee / account holder | $241 | $17,079-98.6% | $13,987-98.3% | $11,252-97.9% |