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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,964 | $209,888-81.4% | $189,545-79.4% | $167,553-76.7% |
| Participation rate | 72.7% | 88.7%-15.9pp | 87.8%-15.1pp | 82.1%-9.4pp |
| Annual return | 34.17% | 748.66%-714.5pp | 555.36%-521.2pp | 478.89%-444.7pp |
| Employer contribution / active EE | $2,545 | $6,915-63.2% | $6,162-58.7% | $4,840-47.4% |
| Participant deferral / active EE | $11,667 | $8,934+30.6% | $8,220+41.9% | $6,343+83.9% |
| Admin fee / account holder | $168 | $14,300-98.8% | $12,049-98.6% | $12,316-98.6% |