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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,509 | $73,546+25.8% | $63,018+46.8% | $147,586-37.3% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.8%+5.2pp | 82.8%-2.8pp |
| Annual return | 14.99% | 175.56%-160.6pp | 87.62%-72.6pp | 578.59%-563.6pp |
| Employer contribution / active EE | $3,616 | $3,324+8.8% | $2,761+31.0% | $4,876-25.8% |
| Participant deferral / active EE | $7,343 | $4,185+75.5% | $3,330+120.6% | $5,439+35.0% |
| Admin fee / account holder | $0 | $5,956-100.0% | $3,601-100.0% | $10,886-100.0% |