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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,284 | $150,447-57.9% | $136,298-53.6% | $147,586-57.1% |
| Participation rate | 76.9% | 84.4%-7.5pp | 81.9%-5.0pp | 82.8%-5.9pp |
| Annual return | 16.87% | 1049.15%-1032.3pp | 5156.27%-5139.4pp | 578.59%-561.7pp |
| Employer contribution / active EE | $2,994 | $5,256-43.0% | $4,696-36.2% | $4,876-38.6% |
| Participant deferral / active EE | $7,671 | $6,631+15.7% | $6,247+22.8% | $5,439+41.0% |
| Admin fee / account holder | $241 | $10,906-97.8% | $9,244-97.4% | $10,886-97.8% |