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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,723 | $209,428-61.9% | $178,498-55.3% | $158,950-49.8% |
| Participation rate | 93.8% | 86.4%+7.4pp | 81.9%+11.8pp | 82.0%+11.8pp |
| Annual return | 97.34% | 188.78%-91.4pp | 151.09%-53.7pp | 302.91%-205.6pp |
| Employer contribution / active EE | $1,644 | $5,707-71.2% | $5,011-67.2% | $4,762-65.5% |
| Participant deferral / active EE | $4,328 | $5,955-27.3% | $5,202-16.8% | $5,983-27.7% |
| Admin fee / account holder | $203 | $17,077-98.8% | $13,985-98.5% | $11,248-98.2% |