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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,072 | $112,131-69.6% | $95,964-64.5% | $158,982-78.6% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.7pp |
| Annual return | 124.55% | 171.19%-46.6pp | 91.64%+32.9pp | 302.99%-178.4pp |
| Employer contribution / active EE | $3,738 | $3,199+16.9% | $2,541+47.1% | $4,763-21.5% |
| Participant deferral / active EE | $8,819 | $4,784+84.3% | $4,167+111.7% | $5,983+47.4% |
| Admin fee / account holder | $192 | $10,136-98.1% | $6,797-97.2% | $11,252-98.3% |