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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,979 | $99,011+68.6% | $86,582+92.9% | $147,586+13.1% |
| Participation rate | 71.4% | 76.3%-4.9pp | 73.5%-2.1pp | 82.8%-11.4pp |
| Annual return | 11.79% | 1312.75%-1301.0pp | 965.08%-953.3pp | 578.59%-566.8pp |
| Employer contribution / active EE | $1,319 | $3,132-57.9% | $2,839-53.5% | $4,876-72.9% |
| Participant deferral / active EE | $7,064 | $3,972+77.8% | $3,609+95.8% | $5,439+29.9% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |