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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,404 | $88,754-62.4% | $81,820-59.2% | $145,877-77.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 32.99% | 1031.77%-998.8pp | 777.93%-744.9pp | 551.28%-518.3pp |
| Employer contribution / active EE | $3,817 | $3,085+23.7% | $2,915+30.9% | $4,663-18.2% |
| Participant deferral / active EE | $5,388 | $4,648+15.9% | $4,323+24.7% | $6,691-19.5% |
| Admin fee / account holder | $135 | $8,424-98.4% | $7,391-98.2% | $13,402-99.0% |