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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,587 | $149,040-40.6% | $120,225-26.3% | $137,256-35.5% |
| Participation rate | 75.0% | 75.4%-0.4pp | 69.6%+5.4pp | 80.0%-5.0pp |
| Annual return | 19.89% | 605.68%-585.8pp | 439.23%-419.3pp | 220.34%-200.5pp |
| Employer contribution / active EE | $6,613 | $4,350+52.0% | $3,475+90.3% | $4,156+59.1% |
| Participant deferral / active EE | $12,318 | $4,655+164.6% | $3,999+208.0% | $6,407+92.3% |
| Admin fee / account holder | $21 | $6,348-99.7% | $5,696-99.6% | $12,270-99.8% |