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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,772 | $209,422-43.8% | $178,503-34.0% | $158,982-25.9% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 33.33% | 188.81%-155.5pp | 151.12%-117.8pp | 302.99%-269.7pp |
| Employer contribution / active EE | $2,544 | $5,707-55.4% | $5,011-49.2% | $4,763-46.6% |
| Participant deferral / active EE | $5,721 | $5,955-3.9% | $5,202+10.0% | $5,983-4.4% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |