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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,645 | $99,011+22.9% | $86,582+40.5% | $147,586-17.6% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 20.20% | 1312.75%-1292.5pp | 965.08%-944.9pp | 578.59%-558.4pp |
| Employer contribution / active EE | $1,610 | $3,132-48.6% | $2,839-43.3% | $4,876-67.0% |
| Participant deferral / active EE | $7,469 | $3,972+88.0% | $3,609+107.0% | $5,439+37.3% |
| Admin fee / account holder | -$376 | $5,709-106.6% | $4,904-107.7% | $10,886-103.5% |