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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,313 | $96,678+70.0% | $86,640+89.6% | $139,466+17.8% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 25.47% | 106.69%-81.2pp | 592.52%-567.1pp | 373.66%-348.2pp |
| Employer contribution / active EE | $2,441 | $3,265-25.3% | $3,024-19.3% | $4,754-48.7% |
| Participant deferral / active EE | $3,831 | $4,837-20.8% | $4,438-13.7% | $6,712-42.9% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |