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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,118 | $102,663+31.6% | $86,216+56.7% | $139,466-3.1% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 21.31% | 1924.52%-1903.2pp | 1169.42%-1148.1pp | 373.66%-352.4pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $7,595 | $4,677+62.4% | $3,986+90.5% | $6,712+13.2% |
| Admin fee / account holder | $60 | $8,663-99.3% | $6,853-99.1% | $11,409-99.5% |