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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,298 | $121,701-61.1% | $104,639-54.8% | $158,982-70.2% |
| Participation rate | 88.2% | 77.5%+10.7pp | 74.1%+14.2pp | 82.0%+6.3pp |
| Annual return | 14.51% | 465.72%-451.2pp | 340.67%-326.2pp | 302.99%-288.5pp |
| Employer contribution / active EE | $6,933 | $3,165+119.0% | $2,682+158.5% | $4,763+45.6% |
| Participant deferral / active EE | $5,057 | $4,176+21.1% | $3,738+35.3% | $5,983-15.5% |
| Admin fee / account holder | $42 | $7,778-99.5% | $6,465-99.4% | $11,252-99.6% |