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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,997 | $115,814-58.6% | $101,275-52.6% | $158,982-69.8% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 496.87% | 56.16%+440.7pp | 46.48%+450.4pp | 302.99%+193.9pp |
| Employer contribution / active EE | $2,379 | $4,176-43.0% | $3,660-35.0% | $4,763-50.0% |
| Participant deferral / active EE | $5,135 | $4,958+3.6% | $4,371+17.5% | $5,983-14.2% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |