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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,589 | $88,754-19.3% | $81,820-12.5% | $145,877-50.9% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 34.38% | 1031.77%-997.4pp | 777.93%-743.5pp | 551.28%-516.9pp |
| Employer contribution / active EE | $3,483 | $3,085+12.9% | $2,915+19.5% | $4,663-25.3% |
| Participant deferral / active EE | $5,225 | $4,648+12.4% | $4,323+20.9% | $6,691-21.9% |
| Admin fee / account holder | $138 | $8,424-98.4% | $7,391-98.1% | $13,402-99.0% |