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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,558 | $202,342-83.9% | $172,753-81.2% | $152,909-78.7% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 306.25% | 1029.88%-723.6pp | 803.00%-496.7pp | 345.46%-39.2pp |
| Employer contribution / active EE | $2,418 | $5,857-58.7% | $5,144-53.0% | $4,764-49.2% |
| Participant deferral / active EE | $4,420 | $5,948-25.7% | $5,198-15.0% | $5,851-24.5% |
| Admin fee / account holder | $237 | $17,112-98.6% | $13,956-98.3% | $11,601-98.0% |