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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,790 | $165,399-70.5% | $149,745-67.4% | $158,982-69.3% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.7pp |
| Annual return | 80.28% | 348.34%-268.1pp | 276.72%-196.4pp | 302.99%-222.7pp |
| Employer contribution / active EE | $17,610 | $5,105+245.0% | $4,646+279.1% | $4,763+269.7% |
| Participant deferral / active EE | $13,912 | $7,183+93.7% | $6,843+103.3% | $5,983+132.5% |
| Admin fee / account holder | $3 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |