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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,256 | $202,342-50.5% | $172,753-42.0% | $152,909-34.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.82% | 1029.88%-1005.1pp | 803.00%-778.2pp | 345.46%-320.6pp |
| Employer contribution / active EE | $8,513 | $5,857+45.3% | $5,144+65.5% | $4,764+78.7% |
| Participant deferral / active EE | $4,362 | $5,948-26.7% | $5,198-16.1% | $5,851-25.5% |
| Admin fee / account holder | $92 | $17,112-99.5% | $13,956-99.3% | $11,601-99.2% |