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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,460 | $88,754+129.2% | $81,820+148.7% | $145,877+39.5% |
| Participation rate | 77.8% | 75.1%+2.7pp | 72.4%+5.4pp | 80.3%-2.5pp |
| Annual return | 17.47% | 1031.77%-1014.3pp | 777.93%-760.5pp | 551.28%-533.8pp |
| Employer contribution / active EE | $1,650 | $3,085-46.5% | $2,915-43.4% | $4,663-64.6% |
| Participant deferral / active EE | $9,513 | $4,648+104.7% | $4,323+120.1% | $6,691+42.2% |
| Admin fee / account holder | $21 | $8,424-99.7% | $7,391-99.7% | $13,402-99.8% |