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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,418 | $96,419-19.7% | $80,648-4.0% | $139,487-44.5% |
| Participation rate | 78.9% | 73.6%+5.3pp | 67.0%+11.9pp | 80.3%-1.4pp |
| Annual return | 539.16% | 1352.86%-813.7pp | 937.21%-398.1pp | 373.84%+165.3pp |
| Employer contribution / active EE | $2,808 | $3,261-13.9% | $2,724+3.1% | $4,755-40.9% |
| Participant deferral / active EE | $6,051 | $5,225+15.8% | $4,443+36.2% | $6,713-9.8% |
| Admin fee / account holder | $0 | $6,605-100.0% | $5,382-100.0% | $11,407-100.0% |