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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,564 | $175,231-76.9% | $149,696-72.9% | $139,466-70.9% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 30.28% | 166.77%-136.5pp | 134.46%-104.2pp | 373.66%-343.4pp |
| Employer contribution / active EE | $6,659 | $5,478+21.6% | $4,821+38.1% | $4,754+40.1% |
| Participant deferral / active EE | $5,248 | $6,521-19.5% | $5,682-7.6% | $6,712-21.8% |
| Admin fee / account holder | $51 | $16,155-99.7% | $13,212-99.6% | $11,409-99.6% |