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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,900 | $202,342-74.8% | $172,752-70.5% | $152,897-66.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.63% | 1029.83%-1015.2pp | 802.97%-788.3pp | 345.43%-330.8pp |
| Employer contribution / active EE | $5,507 | $5,858-6.0% | $5,144+7.1% | $4,764+15.6% |
| Participant deferral / active EE | $2,400 | $5,948-59.7% | $5,198-53.8% | $5,851-59.0% |
| Admin fee / account holder | $279 | $17,111-98.4% | $13,955-98.0% | $11,599-97.6% |