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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,929 | $202,345-79.8% | $172,755-76.3% | $152,885-73.2% |
| Participation rate | 88.2% | 87.1%+1.2pp | 82.6%+5.6pp | 82.5%+5.8pp |
| Annual return | 166.23% | 1029.77%-863.5pp | 802.94%-636.7pp | 345.39%-179.2pp |
| Employer contribution / active EE | $1,707 | $5,858-70.9% | $5,144-66.8% | $4,763-64.2% |
| Participant deferral / active EE | $7,219 | $5,948+21.4% | $5,198+38.9% | $5,851+23.4% |
| Admin fee / account holder | $246 | $17,111-98.6% | $13,955-98.2% | $11,598-97.9% |