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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,446 | $202,342-81.5% | $172,753-78.3% | $152,909-75.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 26.16% | 1029.88%-1003.7pp | 803.00%-776.8pp | 345.46%-319.3pp |
| Employer contribution / active EE | $1,672 | $5,857-71.5% | $5,144-67.5% | $4,764-64.9% |
| Participant deferral / active EE | $4,946 | $5,948-16.8% | $5,198-4.8% | $5,851-15.5% |
| Admin fee / account holder | $267 | $17,112-98.4% | $13,956-98.1% | $11,601-97.7% |