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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,487 | $112,933-73.9% | $90,970-67.6% | $158,982-81.5% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 57.62% | 215.82%-158.2pp | 134.60%-77.0pp | 302.99%-245.4pp |
| Employer contribution / active EE | $8,530 | $2,893+194.8% | $2,122+302.0% | $4,763+79.1% |
| Participant deferral / active EE | $4,650 | $4,128+12.6% | $3,373+37.9% | $5,983-22.3% |
| Admin fee / account holder | $48 | $8,047-99.4% | $5,961-99.2% | $11,252-99.6% |