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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,003 | $102,663-19.1% | $86,216-3.7% | $139,466-40.5% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.0%+11.0pp | 80.3%-0.3pp |
| Annual return | 20.48% | 1924.52%-1904.0pp | 1169.42%-1148.9pp | 373.66%-353.2pp |
| Employer contribution / active EE | $4,644 | $3,035+53.0% | $2,382+95.0% | $4,754-2.3% |
| Participant deferral / active EE | $14,800 | $4,677+216.4% | $3,986+271.3% | $6,712+120.5% |
| Admin fee / account holder | $20 | $8,663-99.8% | $6,853-99.7% | $11,409-99.8% |