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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,644 | $88,778-88.0% | $81,844-87.0% | $145,884-92.7% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 22.69% | 1033.03%-1010.3pp | 778.87%-756.2pp | 551.85%-529.2pp |
| Employer contribution / active EE | $4,695 | $3,087+52.1% | $2,916+61.0% | $4,662+0.7% |
| Participant deferral / active EE | $5,105 | $4,648+9.8% | $4,323+18.1% | $6,690-23.7% |
| Admin fee / account holder | $286 | $8,430-96.6% | $7,355-96.1% | $13,392-97.9% |