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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,512 | $121,677-79.9% | $104,625-76.6% | $158,966-84.6% |
| Participation rate | 76.9% | 77.5%-0.6pp | 74.1%+2.8pp | 82.0%-5.0pp |
| Annual return | 46.28% | 465.58%-419.3pp | 340.60%-294.3pp | 302.95%-256.7pp |
| Employer contribution / active EE | $7,788 | $3,165+146.1% | $2,681+190.4% | $4,762+63.5% |
| Participant deferral / active EE | $6,593 | $4,175+57.9% | $3,738+76.4% | $5,983+10.2% |
| Admin fee / account holder | $218 | $7,777-97.2% | $6,465-96.6% | $11,250-98.1% |