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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,589 | $88,710-19.3% | $81,783-12.5% | $145,959-51.0% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 34.38% | 1027.26%-992.9pp | 775.05%-740.7pp | 561.95%-527.6pp |
| Employer contribution / active EE | $3,483 | $3,083+13.0% | $2,913+19.6% | $4,661-25.3% |
| Participant deferral / active EE | $5,225 | $4,645+12.5% | $4,320+20.9% | $6,689-21.9% |
| Admin fee / account holder | $138 | $8,407-98.4% | $7,380-98.1% | $13,398-99.0% |