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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,817 | $88,702+26.1% | $81,780+36.7% | $145,978-23.4% |
| Participation rate | 75.0% | 75.0%0pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 14.36% | 1029.12%-1014.8pp | 776.27%-761.9pp | 550.52%-536.2pp |
| Employer contribution / active EE | $1,961 | $3,084-36.4% | $2,914-32.7% | $4,662-57.9% |
| Participant deferral / active EE | $6,811 | $4,645+46.6% | $4,321+57.6% | $6,690+1.8% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |