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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,832 | $165,381-71.7% | $149,730-68.7% | $158,966-70.5% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 62.08% | 348.29%-286.2pp | 276.70%-214.6pp | 302.95%-240.9pp |
| Employer contribution / active EE | $3,318 | $5,104-35.0% | $4,645-28.6% | $4,762-30.3% |
| Participant deferral / active EE | $9,266 | $7,182+29.0% | $6,843+35.4% | $5,983+54.9% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |