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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,068 | $138,078-71.0% | $125,363-68.0% | $134,509-70.2% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | 77.10% | 750.49%-673.4pp | 572.15%-495.1pp | 418.13%-341.0pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $15,754 | $7,800+102.0% | $7,447+111.5% | $6,400+146.1% |
| Admin fee / account holder | $87 | $11,566-99.2% | $10,005-99.1% | $11,427-99.2% |