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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,664 | $88,710-48.5% | $81,783-44.2% | $145,959-68.7% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 17.58% | 1027.26%-1009.7pp | 775.05%-757.5pp | 561.95%-544.4pp |
| Employer contribution / active EE | $4,805 | $3,083+55.9% | $2,913+65.0% | $4,661+3.1% |
| Participant deferral / active EE | $7,155 | $4,645+54.0% | $4,320+65.6% | $6,689+7.0% |
| Admin fee / account holder | $76 | $8,407-99.1% | $7,380-99.0% | $13,398-99.4% |