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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,558 | $202,345-83.9% | $172,755-81.2% | $152,885-78.7% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 306.25% | 1029.77%-723.5pp | 802.94%-496.7pp | 345.39%-39.1pp |
| Employer contribution / active EE | $2,418 | $5,858-58.7% | $5,144-53.0% | $4,763-49.2% |
| Participant deferral / active EE | $4,420 | $5,948-25.7% | $5,198-15.0% | $5,851-24.4% |
| Admin fee / account holder | $237 | $17,111-98.6% | $13,955-98.3% | $11,598-98.0% |